Carroll Montana
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Office of Institutional Advancement
1601 N. Benton Ave.
Helena, MT 59625
(406) 447-5528
1601 N. Benton Ave.
Helena, MT 59625
(406) 447-5528
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Gift Planning
Gift Planning
Welcome
Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning. If you have further questions, please feel free to contact us.
Gift Examples
Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene...More
Gift Options
Learn how to make a gift that provides tax benefits and even life income. Discover the best gift option to meet your goals.MORE
Personal Planner
The American Taxpayer Relief Act of 2012 created permanent rules for federal estate planning. These...More
View a presentation that shows the benefits of a planned gift. Discover new ways to meet your goals through Charitable Giving.View Presentation
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
Plan Now
Plan Now
We would like to send you a FREE Wills Guide. This helpful information may enable you to avoid an accidental disinheritance.
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We are delighted to make available to you our weekly eNewsletter. It features news from Washington, Savvy Living, Gift Stories, Finance News and timely articles.
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