Planned Gifts

What Is Planned Giving?

Planned giving allows donors to maintain access to income during their lifetimes, provides estate and tax planning tools, and builds permanent wealth for our state’s charities, nonprofit organizations and local community foundations.

A donor generally makes a contribution from his or her assets or estate, rather than from current income. The donor receives income and tax benefits from the gift. The benefit to charity is deferred to a future time, usually upon the death of the donor or the donor’s successor. Planned gifts are usually made in consultation with financial and legal professionals; however, our staff can also advise donors about planned gifts.

Who Should Make a Planned Gift?

• Planned gifts are a good fit for all who wish to reduce their taxes.
• People in their retirement years who want to support charity, have non-productive assets and need increased income for retirement or annual giving.
• Younger donors who have made maximum contributions to their retirement plans, want to create additional retirement income, and want to help their communities while receiving current tax relief.
• Anyone wishing to take advantage of the Montana Endowment Tax Credit.

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