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You are at: Planned Giving > Gift Options > How to Give

How to Give

How to Give

There are many ways to leave your legacy through a gift to Bozeman Health Foundation. There are many ways to give that have additional benefits for you or your heirs, including reducing taxes or providing income. Click on a gift model below to learn more

  • Endowment Gifts
    Make a gift to an existing Bozeman Health endowment fund or create a new or named endowment fund with a minimum gift of $100,000. The Endowment principal will be held in perpetuity and invested, annual support from earnings and income will be used to support our mission. Your impact will be made for generations to come.
  • Bequest
    Designate Bozeman Health Foundation as a beneficiary in your will, trust or on your beneficiary designation form.
  • Donor Advised Funds
    You fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.
  • IRA Rollover
    If you are 70.5 years of age or older, Congress has enacted a permanent IRA charitable rollover. As a result, you can direct your required minimum distribution to a charity and eliminate your tax consequence.
  • Beneficiary Designation Gifts
    Designate Bozeman Health Foundation as a beneficiary of your retirement, investment, Donor Advixed Fund, bank account or life insurance policy.
  • Charitable Gift Annuity
    You make a gift of cash, stock or appreciated property to Bozeman Health Foundation and receive fixed income payments (with rates based on your age) for the rest of your life.
  • Charitable Remainder Unitrust
    You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
  • Charitable Remainder Annuity Trust
    You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
  • Charitable Lead Trust
    You fund a trust that makes gifts to us for a number of years. Your heirs receive the trust remainder at substantial tax savings.
  • Sale and Unitrust
    You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
  • Bargain Sale
    We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
  • Give It Twice Trust
    You provide your children with a stream of income while making a gift to charity.
  • Life Estate Reserved
    You give your house or property asset to Bozeman Health Foundation but retain the right to use the property during your life.
  • Gift and Bequest
    A gift combined with a gift in your Will or Trust is a combination of making immediate impact today while leaving your legacy impact for the future.
  • IRA to Gift Annuity Rollover
    You may be looking for a way to help further our mission and enhance your income. If you are 70½ or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.
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PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.