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Giving Back A Little More
George used the proceeds from the sale of his home in Missoula to establish a sizable life income gift with Intermountain. Why a life income gift? "It's a way to give back to Intermountain while also meeting my own financial needs," explains George. More on Giving Back A Little More >>.
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Retired Teacher Still Blessing Children's Lives
In 2006, Barbara decided to consider charitable gift planning as a part of her broader goal of getting all of her estate plans in order. With help, Barbara decided to set up a deferred gift annuity with Intermountain as beneficiary. "I don't need the income right now," explained Barbara," and by deferring payments for five years, I was able to get more in the way of tax benefits." More on Retired Teacher Still Blessing Children's Lives >>.
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Income For You, A Gift For Intermountain
Life income gifts have always been an attractive way for donors to receive income while benefiting a qualified charity. For Montana residents, the Montana Endowment Credit is an added incentive for the creation of a life income gift. More on Income For You, A Gift For Intermountain >>.
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Good Teacher, Good Example
A lifelong supporter of Intermountain, Jean traces her connection to the early 1930s when she spent a summer in Helena with her father who was on a work assignment. "I visited the campus that summer, and the work Intermountain does for children has been important to me ever since." Jean recently took steps to provide for Intermountain in perpetuity through a charitable gift annuity. "I'm pleased with the gift annuity because it not only provides me with dependable income, but also attractive tax benefits," explains Jean. More on Good Teacher, Good Example >>.
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Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child.