Planned giving options can enable you to enjoy tax benefits, avoid capital gains, and provide regular income for yourself or a loved one while supporting a philanthropic program of importance to you.

Whether you wish to make a gift through your estate or establish a charitable annuity or trust, we can help you with a plan that expresses your unique commitment to community healthcare.

Stocks, Bonds, or Mutual Fund Shares

Gifts of appreciated securities may allow the donor to avoid capital gains tax.

Bequests

NVH may be named as a beneficiary in your estate planning as a full or partial beneficiary. For many donors, gifts made through their wills are the best way to make substantial contributions to NVH. With a bequest, you can make a substantial gift upon your death while retaining your assets during your life and may eliminate or reduce federal estate taxes. If you would like to notify North Valley Hospital Foundation of your intentions and be recognized for your intended gift, please contact us at 406-863-3630.

Charitable Gift Annuity / Deferred Charitable Gift Annuity

Gifts of appreciated stocks and securities or other assets may be used to establish a Charitable Gift Annuity. The donor and a second beneficiary will receive annuity payments for life and will generate a tax deduction for the donor. Income payments may be deferred for a determined ength of time.

Charitable Remainder Unitrust or Annuity Trust

Gifts of appreciated stocks and securities or other assets may be used to establish a Charitable Gift Annuity. The donor and secondary beneficiaries may receive income for life and the donor will generate a tax deduction.

Life Estate Gift

Deed your home to North Valley Hospital Foundation while retaining residence in the home with survivor rights and receive a current charitable tax deduction.

Life Insurance

If you own a life insurance policy, you may be able to name North Valley Hospital Foundation as owner of the life insurance policy or as beneficiary of a percent of a policy.

Beneficiary on Account

Name North Valley Hospital Foundation as a TOD or POD beneficiary (Transfer on Death or Payable on Death) on bank or retirement accounts.