How Should You Plan a Gift?

You believe in the work of the Catholic Church within the Diocese of Helena, and you want to ensure that the Church will be a force for good among the faithful and within the community for generations to come. You want your gift to make a difference, but are concerned about your own future financial needs and those of your family.

The Western Montana Catholic Foundation shares your commitment to supporting of the work of the Church. Our endowment funds provide critical support to such ministries as parishes, schools and retirement facilities, and build the longterm financial strength of the Diocese.

We try to make your gifts as rewarding for you as they are for the Church. That's why we want you to know about the financial tools you can use to plan your gift so that it returns benefits to you:

• You don't have to use cash to make your gift -- you can give us appreciated securities instead, and use an asset that cost you less than the tax deduction you'll get for it today.
• You may be holding assets that would benefit us more than they do you -- such as a life insurance policy that you no longer need, a parcel of real estate like a second home or undeveloped land, or a collection of books or artwork that you no longer have room to display.
• You can make a gift that costs you nothing during your lifetime - make us a beneficiary of your will or revocable trust, or a beneficiary of your retirement plan, and leave your cash flow and current financial planning uninterrupted.
• You can make us a partner in your giving -- you can deed us your home but continue to live there, you can sell us property at a charitable discount, and you can make a gift that pays you lifetime income.

These tools are called planned gifts, and this website is the place to learn more about them. Where to start? If you already know something about your giving options, click on Ways to Give Wisely and go right to the planned gifts that you want to read more about. If you're not sure how a gift can meet both your charitable and personal goals, first go to Discover the Benefits of Giving Wisely to learn how planned gifts work and how they can stretch your giving ability.

When you're ready to hear more, complete the personal illustration form for follow-up information from us.

Welcome! We're very glad you're here.

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WesternMontana Catholic Foundation
P.O. Box 1725
515 N. Ewing
Helena, MT 59624

800-584-8914
(406-442-5820, local)
406-442-5191 (fax)

E-Mail: gkuhl@diocesehelena.org