Gift Examples:

Gifts made from your estate by will, trust or beneficiary designation

Bequest

Joe and Anna have been faithful supporters of our organization. They believe it is important to help further our mission.

Using a Beneficiary Designation to Make a Gift

Joanne and her late husband Hal had been longtime supporters of our organization. Recently, Joanne's children encouraged her to update her estate plan.

Transferable on Death (TOD) Gifts

Harold and Jeanne married after meeting at an event Montage Health Foundation held for our donors. They wanted to leave a legacy gift that would support our mission and ensure that we remain financially strong well into the future.

A Bequest to Further Good Work

Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite nonprofit organization. They wanted to create a legacy to provide future resources to continue its mission.

Bequest of Insurance

Marla and Wayne purchased a life insurance policy many years ago to create security for their children's future. As the children grew up, married, found good jobs and accumulated significant assets, the insurance was no longer needed for its original purpose.

A Bequest to Save Taxes

Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate.

Using a Blended Gift to Reach Your Charitable Giving Goals

Jay and his wife Amy wanted to support our organization with a significant gift of $100,000. They wanted to spread this gift out over several years but also wanted to make a gift of $25,000 this year.

Tax-Free Sale

Howard and Lynn were both age 55 when they purchased some vacant land a few miles outside of town. They thought real estate would be a good investment that could be sold later for a profit.

Fixed Income for Retirement

After working for decades as a pediatrician in a small town, Patricia is ready to retire. Patricia has enough saved for retirement, but she is concerned about the impact a drop in the stock market would have on her retirement savings.

Gifts that provide you and your loved ones with income and tax benefits

Capital Gains Tax Bypassed

Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. While their investments increased substantially in value, their potential capital gains tax bill was rising.

Peace of Mind Gift Annuity

Many years ago, Clara bought a home. Since she was very pleased with her home, she bought stock in the company that built the home. Over the years, Clara's stock has increased in value.

Sale and Unitrust

Gene and Carol purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. This sale would require that Gene and Carol sell their stock, subjecting them to capital gains. Gene and Carol are looking for a way to save taxes.

The Retirement Unitrust

Mary grew up on a farm. When her parents passed away, she and her husband Bill inherited the farm. When Mary was a child, the farm was out in the country. Now that the city has grown, the farm is within the city limits. Several developers would like to build homes on the farmland.

Property Turns Into Income

Miranda lived in the family home where she and her spouse had raised their three children. After her spouse passed away, Miranda found it increasingly difficult to care for her property.

Flexible Deferred Gift Annuity

Luis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially in value.

Deferred Gift Annuity

Several years ago, Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, as the stock increased in value to $100,000 within three years. Though they were not in need of additional income at the time, the couple decided to cash in on this growth.

Gift Annuity for Real Estate

Jonathan purchased his home many years ago for $80,000. The home is now worth $420,000. Jonathan wants to sell his home and buy a condo for $130,000. If Jonathan were to sell the home and use his one-time $250,000 home exclusion, he could offset part of the gain but would still have to pay capital gains.

Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!

We have all heard the saying, "You can't have your cake and eat it too." This phrase describes a situation where we want two good things at the same time when that isn't possible. Karen and Stephen felt this way when they were establishing their estate plan. They wanted to pass their estate to family, but they also had a place in their hearts for our charitable mission.

Reduce Your Taxes with an IRA Charitable Rollover Gift

Margaret was a retired librarian. She volunteered at her favorite nonprofit several times a week and also made several donations each year. Margaret saw that her taxes were increasing and wondered how she could continue to do extra things like make charitable gifts with lower income.

Endowment Gift

Pat and Shelly were recently married. They both had been dedicated volunteers at their favorite nonprofit for many years. They wanted to make certain the organization's programs continued even after they were gone.

Gifts that support our cause and save you taxes

Current Gifts

As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. Last year, Jim and Sharon made an addition to their list and began including their favorite charity.

What Will You Do With Your Unspent Retirement Savings?

Michael and Kelly were retired engineers with two adult children. They owned a home, some stocks and IRAs. They met with their financial advisor to discuss a plan to provide for their family and for some of their favorite nonprofit organizations.

Providing for Our Children's Future

Ron and Kathy worked for many years building their nest egg for retirement. While they felt their savings and investments would cover their needs, they wanted to make sure that their three children were provided for in the future.

IRA Rollover: A Gift with Substantial Benefits

Mark was a retired attorney with a significant IRA and substantial income from investments. He had made IRA rollover gifts to his favorite nonprofit organization several times in recent years.

Maximizing Mineral Income

Walter and May recently retired and moved south to a new retirement community. They still own their 250-acre ranch. Because the ranch has very valuable subsurface mineral rights, Walter and May have been approached several times about entering into a mineral lease that would allow for the production of oil and gas.

Gift for a Loved One with Special Needs

Richard is a successful business owner. His younger brother, Robert, was born with special needs. For the past 10 years, Richard has supported Robert, including paying the costs for Robert's adult care facility.