Some of the gift options available can be confusing if you haven’t worked with them before.  The Foundation is here to help you navigate the different giving vehicles and will make the process as easy as possible for you.

If you want to explore some options on your own, we have gift calculators available for your use.  They’re free to use at your convenience, and completely confidential.    Of course please contact the Foundation when you’re ready to have more detailed information on any of these giving options.

Gifts to the Foundation using these giving options qualify for the Montana Endowment Tax Credit – valued at 40% of the charitable deduction amount up to $10,000 ($20,000 for married filers)!

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CGA Calculator

Charitable Gift Annuity – Income begins immediately and continues for life.  After your lifetime the remaining value of the annuity transfers to the designated endowment fund with the Foundation.

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DGA Calculator

Deferred Gift Annuity – Income begins at a date in the future you designate and continues for life.  After your lifetime the remaining value of the annuity transfers to the designated endowment fund with the Foundation.

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RLE Calculator

Retained Life Estate – Gift your real property and retain the right to live, use, and enjoy the property for the rest of your life.  After your lifetime the property is sold and funds your designated endowment fund with the Foundation.

Charitable Remainder Trust – Establish a charitable trust and fund it with appreciated assets.  The trust will pay the trust beneficiaries for life (or a set number of years), and then the trust assets transfer to the endowment fund you designate with the Foundation.

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Charitable Remainder Unitrust Calculator

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Charitable Remainder Annuity Trust Calculator

 

 

 

 


Charitable Lead Trust
– Establish a charitable trust and fund it with appreciated assets.  The trust will pay the endowment fund you designate with the Foundation for a period of time, and then the trust assets transfer to heirs.

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Charitable Lead Unitrust Calculator

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Charitable Lead Annuity Trust Calculator