Start building your legacy for today—and the future—with a planned gift.
You can create a lasting impact and sustainability for causes you care about most and receive tax and financial benefits during your lifetime with the Montana Endowment Tax Credit.
Find out more by contacting us today: (406) 932-3090 or email us at info@sweetgrasscommunityfoundation.org.
To learn how to designate a gift to Sweet Grass Community Foundation, click here.
A charitable gift annuity (CGA) will provide guaranteed fixed income for life and support SGCF's mission. This type of gift also qualifies for the Montana Endowment Tax Credit, providing you immediate tax benefits. Please see how the Montana Tax Credit could work for this gifting option. SGCF also offers deferred gift annuities.
Leaving your legacy is as easy as remembering SGCF in your will or living trust.
You may name SGCF as a beneficiary of a life insurance or annuity policy, or an IRA or retirement plan.
This is as easy as naming SGCF as a beneficiary of a financial account.
A charitable remainder trust provides income to you or a loved one during the term of the trust, with the remainder passing to SGCF thereafter.
A charitable lead trust pays income to SGCF during the term of the trust, with the remainder passing to your heirs or loved one in your estate.