Planned Giving Home

Welcome to Intermountain
Planned Giving

Terry Chaney
Development Director

Ben Stein once said, "Personal relationships are the fertile soil from which all advancement, all success, all achievement in real life grows." This goes to the heart of Intermountain's mission. Through your thoughtful investment in this lifesaving work, you contribute to the foundation for our future success in healing through healthy relationships.

Our mission has never been more relevant. Regrettably, children who are relationally impoverished represent a growing tidal wave that threatens the social, economic and spiritual wellbeing of our communities. Intermountain is uniquely poised to address this growing epidemic. The charitable gift planning you do today is the key to Intermountain's future success. Your strategic investment - through an estate gift or life income gifts such as charitable gift annuities - is needed to sustain Intermountain's lifesaving work and to broaden its impact.

You will find here a wealth of user friendly information that will assist you in thoughtful gift planning. If I can assist you in any way, please let me know.

Benefits for Family and Intermountain

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.

Gift Annuity for Real Estate
Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000. Jonathan's wife of 45 years recently passed away. More on Gift Annuity for Real Estate >>.

A Bequest to Save Taxes
Thomas Merrick was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email us at your convenience.