Bozeman Deaconess Foundation
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PLANNED GIFTS

A planned gift is a contribution that results from a donor’s careful consideration of how the transfer will affect his or her current financial planning and long-range estate planning. This contribution will benefit others beyond the donor’s lifetime. In Montana, individuals making planned gifts to endowment funds can receive a credit against their state taxes for a percentage of their charitable gift. Other benefits include either a fixed or variable income, reduced federal income tax and reduced capital gain tax liability. Planned gift donors to Bozeman Deaconess Foundation have the option of being recognized as Deaconess Ambassadors - Investors in Community Health and Quality of Life through Planned Giving. Planned gifts can be established through gifts of cash or appreciated assets such as stock, securities or real estate. Please contact the foundation at (406) 585-1085 for more information on these giving vehicles.

Common Planned Gifts:
Bequest
Charitable Gift Annuity
Charitable Lead Trust
Charitable Remainder Trust
Life Insurance
EMERGENCY DEPARTMENT EXPANSION PROJECT
Construction 1
February 2, 2013
Construction 2
February 2, 2013
Construction 3
February 2, 2013
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931 Highland Blvd, Ste 3200       Bozeman, MT 59715       Phone (406) 585-1085       Fax (406) 585-1084       foundation@bdh-boz.com      Follow Us On Facebook  Follow Us On Twitter  Follow Us On LinkedIn