Joel Lankford, C.P.A.
Executive Director
Welcome to St. Patrick Hospital & Health Foundation
Planned Giving


Thank you for spending time with St. Patrick Hospital & Health Foundation. It is our desire to serve you and your family with helpful information.  Planned giving is designed to accomplish your current and future goals.  For your convenience, you can just click here for planned giving opportunities, donor stories which illustrate a variety of options for different situations or our eNewsletter. 

St. Patrick Hospital Foundation supports the more than $10 million in charity care provided by St. Patrick Hospital each year.  For over 130 years, St. Patrick Hospital has provided high quality, innovative healthcare for all who arrive at our door - particularly the poor and vulnerable.

All gifts made to any fund or organization are faithfully applied according to the donor's wishes. The Foundation does not charge overhead - so 100% of your gift goes directly to the cause you choose.

Please feel free to call me at 406-329-5706 or email jlankford@saintpatrick.org if you have any questions or need further information about the programs and services you have seen on our website.

The Benefits of Giving for You and Your Family

There are several ways for you to give a gift that will provide wonderful benefits to your family as well as supporting your favorite charities - many times without writing a check! 

Many of our donors have enjoyed increased income and tax savings due to their generosity. Please feel free to read through each story... just click on the picture and enjoy!

Using Your Will to Further Good Work
Nancy and David Atkins were dedicated volunteers. Over the years, they had seen many individuals impacted by the good work of our organization. They wanted to create a legacy to provide future support to continue our mission. More on Using Your Will to Further Good Work >>.


Deferred Gift Annuity - A Big Benefit from Appreciated Stock
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity - A Big Benefit from Appreciated Stock >>.


Gift Fulfills Required IRA Distribution
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Gift Fulfills Required IRA Distribution >>.


Real Estate Gift Saves on Capital Gains
Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000. Jonathan's wife of 45 years recently passed away. More on Real Estate Gift Saves on Capital Gains >>.


Reduce your Montana State Income Tax Bill?


The state of Montana allows for a direct credit against taxes for individual planned gifts and corporate gifts made to qualified endowments of Montana charities. The Montana Qualified Endowment Tax Credit is a huge advantage for people and businesses wanting to help out charities with substantial year end gifts.

The Montana Qualified Endowment Tax Credit provides:
  • Individuals and Estates an opportunity to take a tax credit of 40% against Montana State Income Taxes of the present value of a planned gift made to a qualified endowment.
  • Corporations, partnerships and limited liability companies are allowed to take a tax credit of 20% of the value of a gift to a qualified endowment.
In all cases, the credit is limited to $10,000 per year.

St Patrick Hospital & Health Foundation is qualified to receive these gifts and give you a tremendous advantage on your taxes.

This tax provision is a big advantage for Montana tax payers. As an example, a planned gift worth $25,000 by an individual may cost as little as $8,750 after taxes, depending on tax rates. For corporations, a gift of $50,000 may cost the business as little as $23,000 after taxes are considered.

If you would like to learn more about endowments at St Patrick Hospital & Health Foundation or about how you can take advantage of these tax provisions please call us at 406-329-5640. A Foundation representative can prepare a confidential illustration for you to consider. Of course, there is no obligation to make a gift.



Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact lankford@saintpatrick.org.

If you are a professional advisor, you may take the following steps on this site.


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