What One Valley Community Foundation does

One Valley Community Foundation is a 501(c)(3) community foundation established in 1998 and headquartered in Bozeman, Montana, serving Southwest Montana's Gallatin Valley. The foundation operates as an intermediary in the regional philanthropic ecosystem, connecting individual donors, families, and corporate entities with local nonprofits through donor advised funds, corporate advised funds, designated endowment funds, field of interest funds, and legacy/memorial structures. Its technology stack consists of an online donor portal for fund management and grantmaking workflows, DocuSign for fund agreement processing, and the Foundant Technologies platform supporting its youth philanthropy program — there is no proprietary technology platform and no evidence of AI/ML capability.

The foundation generates revenue primarily through fund management fees ranging from 0.5% to 1.5% based on fund type, size, and services provided, applied against approximately $22 million in total assets across 54 distinct funds held on behalf of 42 donors. Pricing is structured by fund category with minimum initial contributions of $5,000 for donor advised funds and $25,000 for named funds, and the foundation administers the Montana Endowment Tax Credit program (up to 40% credit for planned gifts, 20% for direct gifts). Its go-to-market is sales-led via direct donor engagement and professional advisor referrals (CPAs, estate attorneys, wealth advisors including D.A. Davidson), supplemented by community events including Give Big Gallatin Valley (Montana's largest 24-hour giving day, launched 2015) and educational programming like the In Our Backyard donor dialogue series.

Beyond fund management, One Valley has expanded into nonprofit capacity building (Nonprofit Café, Executive Director Roundtables, trainings) and regional convening through the Regional Housing Coalition launched in 2023 — a multi-year initiative addressing housing affordability. Core customer segments are individual donors and philanthropists, nonprofit organizations seeking grants and capacity support, professional advisors, and corporate entities; secondary segments include housing stakeholders coordinated through the Regional Housing Coalition. Since 1998, the foundation has granted over $7.7 million to 250+ local nonprofits, with 86% of 2023 distributions remaining within Gallatin County.

Name

One Valley Community Foundation

Legal name

One Valley Community Foundation

Website

https://onevalley.org

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

1–10 employees

Short description

One Valley Community Foundation is a Bozeman, Montana-based 501(c)(3) community foundation that manages $22M in donor advised and endowment funds for 42 donors, distributes grants to 489+ Gallatin Valley nonprofits, and convenes regional initiatives like Give Big Gallatin Valley and the Regional Housing Coalition.

Ownership category

akta.pro rank

Product category

Community Foundation Services

NAICS

Grantmaking Foundations (813211), Grantmaking and Giving Services (81321)

SIC

Services-Social Services (8300)

akta.pro primary industry

Community Foundations (BPAGAKAB)

akta.pro secondary industry

Community Centers & Neighborhood Support Services (BPAGAEAL)

Keywords

• Donor advised funds
• Community foundation services
• Charitable fund management
• Philanthropic advising
• Nonprofit grantmaking

Headquarters

HQ city

Bozeman

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Fund Management Fees: One Valley Community Foundation charges fees for fund management services. Fees vary from 0.5% to 1.5% according to fund type, size of the fund, and services provided. This is the primary revenue stream for operating the foundation and its programs.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

One Valley Community Foundation is a 501(c)(3) community foundation that manages donor advised funds, endowment funds, and other charitable giving vehicles on behalf of individual and corporate donors. It distributes grants to Gallatin Valley nonprofits, runs community giving programs such as Give Big Gallatin Valley and the Youth Giving Project, and convenes regional initiatives like the Regional Housing Coalition. Services are delivered for fund management fees ranging from 0.5% to 1.5% depending on fund type, size, and services provided.

Product overview

One Valley Community Foundation offers a suite of philanthropic services centered around fund management and community giving. The core offerings include Donor Advised Funds (DAF) for individual giving, Corporate Advised Funds for business philanthropy, and various endowment fund types. Major initiatives include Give Big Gallatin Valley (annual 24-hour giving event), the Youth Giving Project (youth philanthropy program), and the Regional Housing Coalition. The foundation also provides nonprofit support services including training programs, grantmaking, and the Montana Endowment Tax Credit program. All services are designed to connect donors with causes in Gallatin County, manage charitable assets, and strengthen the local nonprofit ecosystem.

Differentiator

Problem solved

Functional benefit

Products and services

• Donor Advised Funds (DAF)

Quantifiable outcome

• $7.7 million granted to 250+ local nonprofits since 1998
• +3 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• Yellowstone Club Community Foundation (YCCF)coreStrategic or Co-development Partner · 25 January 2022Partnership to leverage ARPA funds by providing matching dollars for organizations primarily serving Big Sky. YCCF matched grant awards for Big Sky nonprofits receiving Gallatin County Nonprofit Vitality Funds, extending the impact of federal relief dollars.
• Greater Gallatin United WaycoreStrategic or Co-development PartnerCo-hosted the Southwest Montana COVID-19 Response Fund to provide flexible resources to organizations working with populations disproportionately impacted by COVID-19. Local funds totaling more than $721,000 were distributed across two phases of grantmaking to 60 organizations.
• Mountain Housing Council (Tahoe Truckee Community Foundation)minorStrategic or Co-development PartnerAdopted the proven Mountain Housing Council model by Tahoe Truckee Community Foundation for the Regional Housing Coalition initiative, adapting best practices for housing coordination in Gallatin County.
• Foundant TechnologiescoreTechnology or IntegrationTechnology partner for the Youth Giving Project program, providing the platform that enables youth participants to manage the grantmaking process and distribute funds to local nonprofits.

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Schwab Charitable: Major national DAF sponsor with a custodial structure that appeals to investors with existing Schwab relationships. Represents another channel through which local donors may route philanthropy away from One Valley.
• Fidelity Charitable: Largest national donor advised fund sponsor. Competes for the same Gallatin Valley donors but offers scale, low fees, and a national investment menu — One Valley's primary competitive headwind in the DAF market.
• National Christian Foundation: Large national DAF sponsor with a faith-based focus. Attracts a portion of high-net-worth donors in mountain west communities and competes for the same donor advised fund dollars as One Valley.
• Boston Foundation: One of the oldest and largest U.S. community foundations, representing the upper-bound benchmark of community foundation scale and program breadth. Useful as a long-term scale and capability aspiration reference.

Direct peers

• Yellowstone Club Community Foundation: Big Sky, MT-based community foundation that is a direct strategic partner of One Valley (matched grant awards through ARPA). Both serve distinct micro-geographies within Southwest Montana with overlapping donor and nonprofit ecosystems, making them the closest functional peer.
• Montana Community Foundation: Statewide community foundation headquartered in Helena, MT, providing donor advised funds, endowments, and grantmaking across Montana. Directly comparable in service model to One Valley, but operates at state-level scale rather than a single valley.
• Whitefish Community Foundation: Northwest Montana community foundation serving the Flathead Valley with comparable donor advised fund, grantmaking, and community convening services. Similar regional wealth dynamics tied to real estate and tourism in mountain communities.
• Greater Gallatin United Way: Local peer nonprofit that co-hosted the COVID-19 Response Fund with One Valley and competes for the same donor and grantmaking dollars in Gallatin County, though with a different funding model (workplace giving campaigns).
• Tahoe Truckee Community Foundation: California/Nevada mountain-region community foundation whose Mountain Housing Council model was directly adopted by One Valley for the Regional Housing Coalition. Strong functional peer with similar mountain-community wealth dynamics and convening role.

Regional players

• Idaho Community Foundation: Statewide community foundation in neighboring Idaho with comparable donor services, grantmaking, and community foundation structure. Operates in an adjacent but non-overlapping geography.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/onevalleycf
• Facebookfacebook.com/onevalleycommunityfoundation

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about One Valley Community Foundation