Charitable Gift Annuities

How it Works

Funding a charitable gift annuity is easy to do! In exchange for a gift of cash or stock you will receive fixed payments for life and tax benefits. Once the annuity payments end, the remaining funds are used to support the University of Montana.

Charitable Gift Annuity illustration


  • Fixed payments for life (a portion of which are income tax free for a period of years)
  • Immediate income tax charitable deduction
  • No immediate capital gains are triggered if you use appreciated stock to make the gift
  • You may qualify for the Montana Endowment Tax Credit

We can provide you with a personalized gift illustration to show how a charitable gift annuity can work for you, or you can try our free gift calculator below.

Gift CalculatorCalculate how a charitable gift annuity could benefit you.

Contact Us to Learn More

Alison SchultzContact Senior Director of Planned Giving, Alison Schultz at 406-243-5121 or with any questions about setting up a charitable gift annuity with the University of Montana Foundation. We're happy to help! 

The Office of Planned Giving 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.

References to tax rates are subject to change. State law may further impact your individual results.

California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association.

Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department.

South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.