Remember the past with gratitude. Live the present with enthusiasm. Look forward to the future with confidence.

– St. Pope John Paul II

Looking for Montana Tax Savings before the end of the year?

A Charitable Deferred Gift Annuity will allow you to claim a 40% tax credit through the Montana Endowment Tax Credit and benefit your favorite parish or ministry endowment. Learn more or call the Foundation at (406) 389-7050.

Christmas Closures

The Foundation will be CLOSED December 24 & 25 and January 1st. The office will be open reduced hours between December 26-31st.

 

If you are interested in completing an annuity for this tax year, the deadline is December 31st. Please contact us as early as possible.

 

We wish you a blessed and beautiful Christmas!

We wish you a blessed and beautiful Christmas!

Learn about estate and planned giving

$37.7 Million

in Endowments

$15 Million

Distributed to Parishes/Ministries

$100,000+

in Grants awarded in 2023

Monthly Giving

Giving to your favorite parish or Catholic ministry is a beautiful gift, but it’s also an opportunity to show our gratitude to the Lord. Gifts of every size matter and the Foundation is here to help you decide how you want to give.

Endowments

Gifts to the Foundation for the Diocese of Helena, Inc. are placed in an endowment fund chosen by the donor. These funds will perpetually serve the Catholic Church in the Diocese of Helena and its mission through the years to come so your children and grandchildren will have the opportunity to walk with Christ as you have in your lifetime.

Responsible Investing

With more than $38 million in assets, the Foundation for the Diocese of Helena takes our responsibility to wisely invest and shepherd the gifts given for the benefit of our parishes, missions, and ministries very seriously by investing only in securities that are in line with Catholic teachings.

Giving & Tax Savings

Imagine if you gave a gift, and nearly half was returned to you via tax credits. Would it change the way you give? Montana is a unique state, committed to giving back to its nonprofits through the Montana Endowment Tax Credit.

We’re Here to Help

For additional help, questions or comments, contact Daniel Thies, Executive Director.

Address & Phone

Physical: 630 N Last Chance Gulch, Suite 2200, Helena, MT 59601

Mailing: PO Box 1729, Helena, MT 59624

Phone: (406) 389-7050

Contact Us

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