WELCOME TO THE WORLD OF PLANNED GIVING

Thank you for your interest in planned giving. Our hope is to serve you and your family with helpful information.

BENEFITS FOR YOU AND YOUR FAMILY

A number of options are shown below. Place your cursor over each for a brief description .

Charitable Gift Annuity

Charitable Remainder Unitrust

Charitable Remainder Annuity Trust

Remainder Interests in Residences and Farms

Charitable Bequests and Beneficiary Designations

Charitable Lead Trust

Life Insurance

To download a copy of the Montana Department of Revenue Form MT-QEC-05 for claiming the Qualified Endowment Credit in Adobe Acrobat format Click Here.