Maximize your philanthropic goals

  • Make a difference in people's lives and always be remembered for your contribution
  • Benefit yourself, your family and Bozeman Health Foundation with your planned gift
  • Help us fulfill our mission for many years and generations to come

Planned Giving

We are pleased that you have an interest in learning about the many benefits of making a planned gift. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Giving Team will be very pleased to help you.

Your gift to the Bozeman Health Foundation can qualify for a tax credit towards your Montana income taxes!
The Montana Tax Credit for Charitable Endowment Gifts is a unique tax credit incentive that a Montana tax payer can receive on the taxes they owe—up to $10,000 per year—by making a qualified charitable contribution to a qualified endowment like the Bozeman Health Foundation. There is a provision for businesses to access this tax credit as well. Click here for Frequently Asked Questions about these tax credits.

Gift Options
Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
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Donor Stories
Donor Stories
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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Estate Planning Guide
Estate Planning Guide
Are you ready to plan your will or trust? We would like to send you our free Estate Planning Guide. This guide will provide you with helpful information to provide for your needs, your family's future and your favorite causes.
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