Planned GiftClose-up of a calligraphic pen ending a signature


A planned gift is a contribution that results from a donor’s careful consideration of how the transfer will affect his or her current financial planning and long-range estate planning. This contribution will benefit others beyond the donor’s lifetime. In Montana, individuals making planned gifts to endowment funds can receive a credit against their state taxes for a percentage of their charitable gift. Other benefits include either a fixed or variable income, reduced federal income tax and reduced capital gain tax liability. Planned gift donors to Bozeman Health Foundation have the option of being recognized as Deaconess Ambassadors - Investors in Community Health and Quality of Life through Planned Giving. Planned gifts can be established through gifts of cash or appreciated assets such as stock, securities or real estate. Please contact the foundation at (406) 414-1085 for more information on these giving vehicles. For more information on planned gifts, click here.