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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Fixed Income for Retirement

Fixed Income for Retirement

After working for decades as a pediatrician in a small rural town, Patricia was ready to retire.

Patricia: I bought some stock a number of years ago and overall this was a good investment for me. However, I was uncertain about leaving my savings in the market where I knew it could go up or down.

I was also looking for security for my retirement years. Ideally, I wanted to know that I would have the income I needed and that it would not change with the markets.

Patricia talked to a friend who had found a good choice. Her friend had set up a gift annuity with her favorite charity. Patricia thought that perhaps a gift annuity would be helpful for her.

Patricia: I called and asked about a gift annuity. I was very pleased to discover that I would receive a good payout based on my age. Plus, there would be a charitable tax deduction and part of the income would be tax free.

I transferred my stock for a charitable gift annuity. I was delighted with the fixed payment I received. I avoided part of the capital gains tax and my CPA was pleased that my charitable deduction will save taxes this year. With my tax savings and increased income, I plan to spend more on my grandchildren this year!

*Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since your gift annuity benefits may be different, you may want to click here to view a color example of your benefits.


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