How to Give
There are many ways to leave your legacy through a gift to Bozeman Health Foundation. There are many ways to give that have additional benefits for you or your heirs, including reducing taxes or providing income. Click on a gift model below to learn more
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Endowment GiftsMake a gift to an existing Bozeman Health endowment fund or create a new or named endowment fund with a minimum gift of $100,000. The Endowment principal will be held in perpetuity and invested, annual support from earnings and income will be used to support our mission. Your impact will be made for generations to come.
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BequestDesignate Bozeman Health Foundation as a beneficiary in your will, trust or on your beneficiary designation form.
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IRA RolloverIf you are 70.5 years of age or older, Congress has enacted a permanent IRA charitable rollover. As a result, you can direct your required minimum distribution to a charity and eliminate your tax consequence.
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Beneficiary Designation GiftsDesignate Bozeman Health Foundation as a beneficiary of your retirement, investment, Donor Advixed Fund, bank account or life insurance policy.
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Charitable Gift AnnuityYou make a gift of cash, stock or appreciated property to Bozeman Health Foundation and receive fixed income payments (with rates based on your age) for the rest of your life.
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Charitable Remainder UnitrustYou transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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Charitable Remainder Annuity TrustYou transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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Charitable Lead TrustYou fund a trust that makes gifts to us for a number of years. Your heirs receive the trust remainder at substantial tax savings.
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Sale and UnitrustYou give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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Bargain SaleWe purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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Give It Twice TrustYou provide your children with a stream of income while making a gift to charity.
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Life Estate ReservedYou give your house or property asset to Bozeman Health Foundation but retain the right to use the property during your life.
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Gift and BequestA gift combined with a gift in your Will or Trust is a combination of making immediate impact today while leaving your legacy impact for the future.
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IRA to Gift Annuity RolloverYou may be looking for a way to help further our mission and enhance your income. If you are 70½ or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.
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