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Linda Coulston
Development Officer
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Welcome to St. Patrick Hospital & Health Foundation
Planned Giving
Thank you for spending time with St. Patrick Hospital 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 138 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 406-327-3013 or email lcoulston@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!
 | Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>. |
 | Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>. |
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 lcoulston@saintpatrick.org.
If you are a professional advisor, you may take the following steps on this site.
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