How to Give

How to Give

Giving to Catholic Foundation of Eastern Montana can be done either directly or through a gift model that can provide you tax benefits and even a steady stream of income. Please click on a gift model below to learn more.

  • Bequest
    Designate Catholic Foundation of Eastern Montana (for greatest needs or an endowment for the benefit of your parish, the diocese, or a particular ministry) as the beneficiary of your asset by will, trust or beneficiary designation form.
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  • IRA Rollover
    The IRA Charitable Rollover was made permanent by Congress in 2015. As a result, people aged 70½ or older can make gifts directly from their IRA and not incur any taxes.
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  • Beneficiary Designation Gifts
    You can designate Catholic Foundation of Eastern Montana as a beneficiary of a retirement, investment or bank account or your life insurance policy. Excellent gifts to give!
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  • Charitable Gift Annuity
    When you transfer cash or appreciated property to Catholic Foundation of Eastern Montana through a Charitable Gift Annuity, the Foundation promises to pay you fixed payments (with rates based on your age) for the rest of your life! This is often a much-increased rate over fixed investments. They offer excellent tax benefits, as well. This gift vehicle qualifies for the Montana Endowment Tax Credit.
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  • Charitable Deferred Gift Annuity
    Perhaps you would like all the benefits of a charitable gift annuity, such as the current tax benefits and the gift to the Church, but don't need the income generated by the gift annuity at this particular point in your life. A charitable deferred gift annuity may meet your needs.
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  • Charitable Remainder Unitrust
    When you transfer cash or (most commonly) 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). You may name Catholic Foundation of Eastern Montana as a trust beneficiary, and include other charities, as well. This gift vehicle provides you many benefits now and benefits the Church at a later date. One such benefit is the Montana Endowment Tax Credit.
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  • Charitable Remainder Annuity Trust
    When you transfer cash or (most commonly) 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. You may name Catholic Foundation of Eastern Montana as a trust beneficiary, and include other charities, as well. This gift vehicles provides you many current benefits and benefits the Church at a later date. One such benefit you receive when you make the gift is the Montana Endowment Tax Credit.
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  • Charitable Lead Trust
    You fund a trust that makes gifts to Catholic Foundation of Eastern Montana for a designated number of years. When that period ends, you or your family receive the trust remainder at substantial tax savings. This gift vehicle qualifies for the Montana Endowment Tax Credit.
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  • Sale and Unitrust
    You give a portion of your property to Catholic Foundation of Eastern Montana to fund a charitable remainder trust. When the property sells, you receive cash and income for life.
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  • Bargain Sale
    We purchase your property for less than fair market value. You avoid potential capital gains on the sale of your property, while also receiving cash in hand and a charitable deduction for the difference between the market value and purchase price.
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  • Give it Twice Trust
    You provide your children with a stream of income while also making a gift to benefit the Church.
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  • Life Estate Reserved
    You give your property (such as your home or vacation home) to Catholic Foundation of Eastern Montana but retain the right to live there, or use the property, during your life. This gift vehicle qualifies for the Montana Endowment Tax Credit.
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  • Blended Gifts
    There are many combination gift options that can make your giving go farther than a simple gift of cash or property.
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