Ways to Give
We're Able to Accept Many Different Kinds of Donations
There's more to giving than cash! Creating a fund or endowment at the Community Foundation is a tax-advantaged way to donate a variety of non-cash gifts and/or establish trusts and charitable annuities.
Our experienced and professional staff can work with you and your attorney, CPA or financial advisor to structure a gift that makes good business sense and does good for your community.
|P. Vasudevan, M.D.
Helena Health Foundation Fund
Gifts can be categorized in three main groups:
- Outright Gifts - transfers of cash, real estate, securities or other appreciated assets.
- Life Income Gifts - immediate gifts that provide you with a lifetime income. Life income gift plans, including charitable trusts and charitable gift annuities, can provide attractive tax advantages and increase your retirement income.
- Testamentary Gifts - gifts planned through a last will and testament. A gift by will can name a specific property, a certain cash amount or a percentage of an estate. Donors who make us aware of their planned gift become members of our Diamond Society.
You can also choose to transfer retirement plan assets or donate an insurance policy to your fund or endowment at the Community Foundation.