Gift Planning Corner

Receive an Income Tax Deduction and Payments for Life

Creating a charitable gift annuity is a win-win: you give back to UM while receiving payments for life and reducing your taxes. What could be better?

Give Money, Save Money

A portion of your gift annuity payments are not subject to income taxes. Because interest rates are near historic lows, the tax-free portion is particularly high. This advantage can be locked in for your lifetime if you act soon.

Funding a charitable gift annuity has powerful benefits for you:

  • You can receive an income tax deduction and fixed payments for life.
  • If your gift will create an endowment, you may qualify for the Montana Endowment Tax Credit. The credit applies to 40 percent of the charitable value of your contribution, up to $10,000/year for each taxpayer.
  • If you use appreciated stock no immediate capital gains are triggered by funding a charitable gift annuity.

Your gift annuity also has powerful benefits for UM. By committing to an estate gift now, you help us better plan for the future.

Call us!

For more information about charitable gift annuities, visit SupportUM.org/GiftPlanning.