Conversation
Share your goals (create income, reduce taxes, succession planning, and leave a legacy). We’ll outline options in plain language.
EIN# 81-0419905
EIN# 81-0419905
Make a bigger difference and make your giving work for you.
We design, set up, and administer charitable gifts that can provide income, reduce taxes, and support the care kids need.
Tax‑wise giving (often called planned giving) aligns your charitable goals with smart financial and estate planning.
We don’t just suggest ideas, we design, set up, and manage charitable gifts in‑house.
We serve as trustee and handle all aspects of trust administration.
Support Yellowstone Boys & Girls Ranch and similar organizations, and, if you wish, include other charities.
Decades of stewardship and donor service across the country.
We’ll help you choose the right fit based on goals like income, taxes, timing, and leaving a legacy. Common options include:
What it is: You make a gift and receive fixed payments for life.
Good for: Donors who want a lifetime income at a predictable rate, plus an upfront charitable deduction.
Typical benefits: Partially tax‑free payments; rates generally increase with age.
What it is: You transfer assets to a trust, you or your beneficiaries receive income for life or a term of years, and the remaining assets go to charity.
Good for: Highly appreciated assets; diversifying without immediate capital gains tax; creating income.
Typical benefits: Charitable tax deduction; potential capital gains mitigation; flexible payout structures.
What it is: A trust pays charity for a term of years; the remainder returns to the donor or passes to family.
Good for: Estate/transfer planning while supporting charity now.
Typical benefits: Potential estate, gift, and income tax advantages; significant charitable support during the trust term.
What it is: A gift through your will, trust, retirement account, or life insurance.
Good for: Simple, flexible legacy plans you can update any time.
Typical benefits: Estate tax advantages; no impact on cash flow today.
What it is: Direct gifts from your IRA (if eligible by age) to satisfy required minimum distributions.
Good for: Reducing taxable income while supporting charity.
Typical benefits: Counts toward required minimum distributions from retirement accounts and is generally excluded from taxable income.
What it is: A charitable account you contribute to now and recommend grants from over time.
Good for: Simplicity and flexibility when timing a deduction and giving strategically.
Typical benefits: Immediate charitable tax deduction; easy ongoing grantmaking.
What it is: A credit against Montana state income tax liability for planned gifts to a permanent endowment of a Montana charity.
Good for: Montanans seeking a powerful credit against state taxes while building long‑term impact.
Typical benefits: A credit (not just a deduction) that can significantly reduce Montana taxes.
What it is: You give your home, farm, or ranch to charity now, while keeping the right to live in and use it for the rest of your life.
Good for: Donors with appreciated real estate who want to stay in their home and also make a meaningful gift.
Typical benefits: Immediate income tax deduction, potential reduction of future estate and probate costs, and continued use of the property for life.
We welcome financial advisors, attorneys, CPAs, and other professionals. We’ll provide calculations, draft language, and administrative support to make charitable strategies seamless for your clients.
Here’s how we turn your goals into a clear plan, from first conversation to ongoing administration. Simple steps, plain language, and support at every stage, so your giving is confident and seamless.
Share your goals (create income, reduce taxes, succession planning, and leave a legacy). We’ll outline options in plain language.
We design the gift structure that fits best, alone or in collaboration with your advisor.
We prepare and execute documents, coordinate investments, and, when appropriate, serve as trustee.
We handle compliance, accounting, and disbursements, and keep you informed.
Yes. Some gifts allow for donors to include several nonprofits. Our role is to make that simple.
Often, yes. We administer charitable trusts and manage distributions and reporting.
We’ll outline all costs and charitable allocations up front. No surprises.
Cash, securities, appreciated assets, nearly anything of value!
No. We commonly collaborate with existing advisors to implement the charitable piece of your plan.
For detailed information on different planned giving strategies, benefits, and step-by-step guidance, visit our dedicated Planned Giving website.