Charitable Gift Annuities

How it Works

Charitable gift annuities are easy! In exchange for a gift of cash or stock you will receive fixed payments for life, in addition to tax benefits. Once the annuity payments end, the remaining funds are used to support the University of Montana.

Charitable Gift Annuity illustration

Benefits

  • Fixed payments for life (a portion of which are income tax free for a period of years)
  • Partial income tax charitable deduction
  • If you use appreciated stock to make a gift, capital gains are spread over your actuarial lifetime
  • You may qualify for the Montana Endowment Tax Credit

Gift CalculatorCalculate how a charitable gift annuity could benefit you.

Contact Us to Learn More

Alison SchultzContact Alison Schultz at 406.243.5121 with any questions about setting up a charitable gift annuity with the University of Montana Foundation. We're happy to help! 

The Office of Gift Planning provides information about the benefits of planned gifts and does not provide any legal, financial or tax advice. We encourage you to talk with your advisors who are familiar with your specific situation to determine the benefits to you.