Charitable Gift Annuities
How it Works
Charitable gift annuities are easy! In exchange for a gift of cash or stock you will receive fixed payments for life, in addition to tax benefits. Once the annuity payments end, the remaining funds are used to support the University of Montana.
- Fixed payments for life (a portion of which are income tax free for a period of years)
- Partial income tax charitable deduction
- If you use appreciated stock to make a gift, capital gains are spread over your actuarial lifetime
- You may qualify for the Montana Endowment Tax Credit
Contact Us to Learn More
Contact Alison Schultz at 406.243.5121 with any questions about setting up a charitable gift annuity with the University of Montana Foundation. We're happy to help!