There are many ways to support The Foundation for the Diocese of Helena. These options will help you achieve different goals.
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Your Goal |
Your Strategy |
Your Benefits |
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Continue to receive benefits back from the assets you give to The Foundation for the Diocese of Helena — and thus multiply your gift. |
Make a contribution to a pooled income fund. Create a life-income plan like a charitable gift annuity, charitable remainder annuity trust or charitable remainder unitrust. |
Receive income for your lifetime, receive a charitable deduction, and diversify your holdings. |
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Reduce high tax liability now; gain additional income later. |
Establish a deferred gift annuity. |
Receive a larger deduction and a higher income rate than an immediate payment annuity. |
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Reduce gift and estate taxes and leave more of your assets to your heirs. |
Create a charitable lead trust to pay income to The Foundation for the Diocese of Helena for a fixed time, then pay the remainder to your heirs. |
Reduce gift and estate taxes and freeze the taxable value of growing assets before they pass to your family. |
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Tap into one of your most valuable assets to make a gift to The Foundation for the Diocese of Helena. |
Use real estate to make your gift to The Foundation for the Diocese of Helena. |
Avoid capital gains tax, receive an income tax deduction — and have the option of a gift that doesn't affect your lifestyle . |