Planned Giving

Make a donation to Providence Health & Services, or volunteer to support health care programs and services in Western Montana hospitals and clinics, like Providence St. Patrick Hospital and Providence St. Joseph Medical Center.

Impact Providence Montana Health Foundation today and tomorrow

  • Your charitable gift will provide vital support for our projects, activities and goals
  • You can enjoy immediate or deferred tax benefits for you and your family
  • Your contribution will influence the well-being of others far into the future
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Life Estate Reserved

You may desire to leave your home or farm to Providence Montana Health Foundation at your death but would also like to receive a current charitable income tax deduction. A life estate reserved might offer the solution you need!

Life Estate Reserved
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Benefits of a life estate reserved

  • Receive a federal income tax deduction for the value of the remainder interest in your home or farm
  • Preserve your lifetime use and control of your home or farm
  • Create a life estate based on more than one life. This will preserve the use of the property for you and a loved one, such as a spouse or dependent child

How a life estate works

  1. You deed your home or farm to Providence Montana Health Foundation. The deed will include a provision that gives you the right to use your home or farm for the rest of your life and that of any other life estate party named in the deed.
  2. You and Providence Montana Health Foundation sign a maintenance, insurance and taxes (MIT) agreement to explain that you will do your best to keep the property in good condition and that you will maintain property insurance and pay the property taxes.
  3. When the owners of the life estate have passed away, your home or farm will belong to Providence Montana Health Foundation. We will use or sell the property to further our charitable work.

Contact us

To learn more about a life estate, please contact us. We would be happy to assist you and answer your questions.

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