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Impact our Future through Gift Planning

Impact the lives of others and create a lasting legacy
Explore a wide variety of tax benefits
Help Montage Health achieve its goals of improving the health and well-being of our community
Learn About Ways to Give

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Bequest

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.

IRA Charitable Rollover

An IRA charitable rollover allows individuals age 70 ½ and older to reduce their taxable income by making a gift directly from their IRA.

Gift Annuity

You transfer your cash or stock to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.

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Our Mission

You can make a significant difference in the lives of others as well as advance our mission and goals by planning a future gift that is both meaningful and lasting.

Your involvement can help us fulfill our mission through many different ways.

Give Us Your Feedback

Your feedback will help us stretch every contribution even further so that together we can fulfill our mission and make a significant impact in our community.

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How to Give

Learn about gift options that provide tax and income benefits. Discover the best gift plan to meet your goals.

What to Give

Learn about the best assets to make a planned gift, including gifts of cash, securities and property.

Beneficiary Designation Gift

A beneficiary designation gift is a simple and affordable way to make a gift to support our cause. You can designate our organization as a beneficiary of a retirement, investment or bank account or your life insurance policy.

Blended Gift

There are many lifetime and estate gift options that can make your giving go farther than a simple gift of cash or property.

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Most Popular

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Bequest

You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.

Beneficiary Designation Gift

You designate us as a beneficiary of your retirement, investment or bank account, or life insurance policy.

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Gift Annuity

You transfer your cash or stock to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.

Bargain Sale

We purchase your property for less than fair market value. You receive cash and a substantial charitable deduction for the difference between the market value and purchase price.

Donor Advised Fund (DAF)

A donor advised fund is a way to simplify your giving by making a gift to a fund with Montage Health Foundation that can distribute gifts to the charities of your choice during your lifetime and help your children carry on your legacy of giving after you are gone.

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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 favorite causes.

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.

Donor Enewsletter

Our Enewsletter features current news from Washington, finance information, stories about others who have benefited from giving, calculators and more.

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What is Gift Planning?

Gift planning is charitable giving coordinated with your charitable financial, tax and estate goals. Good planning with tax-wise gifting strategies enables you to make significant charitable gifts during life and after you pass away.

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Qualified Charitable Distribution

If you are 70½ or older, you can use your IRA to fulfill your charitable goals. You can use our tools to contact your IRA custodian and make a qualified charitable distribution. We will acknowledge your generous gifts as a qualified charitable distribution.

Charitable Remainder Unitrust

You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!

Donor Advised Fund (DAF)

A donor advised fund is a way to simplify your giving by making a gift to a fund with Montage Health Foundation that can distribute gifts to the charities of your choice during your lifetime and help your children carry on your legacy of giving after you are gone.

Sale and Unitrust

You 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.

Charitable Remainder Annuity Trust

You 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.

Life Estate Reserved

You give your property to Montage Health Foundation but retain the right to use the property during your lifetime. We receive the property when you pass away.