Planned Giving

If any of the following gift options appeal to you, please phone us at the Foundation Office and we’d be happy to assist you:  406-446-0610.

Deferred Gift Annuity:  This is very popular in Montana because it allows the donor to take advantage of the Montana Endowment Tax Credit, saving as much as 40% on Montana taxes.  Additional savings apply to federal taxes, too.  Gift annuities and planned gifts mean that you may reap an annual income.   

Bequest:   If you want to further the good work of Beartooth Hospital for years to come, you can ask your attorney to assist you in arranging to leave a percentage of your estate to the Hospital Foundation for this purpose.  This is easy to do and permits you to still use your assets during your lifetime as you need them.   

Gifts of Stock:

   While the stock market is volatile, there are times in life when a gift of stock makes sense.  Stocks do appreciate over the long term, and many donors have assisted Beartooth Billings Clinic in this manner.  If this option appeals to you, please let us know.

Charitable Remainder Trust:  If a donor has a farm or ranch, a trust can be established that allows for a fixed percentage of the property’s fair market value to be paid to the donor and his/her family for the course of their lives as they continue to live on and enjoy their home and land.  Upon the donor’s death, the farm or ranch becomes the property of the charity.  There are tax advantages to this as well.