Planned Giving

Planned giving is a simple and lasting way to support the causes you care about. By including our foundation in your plans, you help ensure your impact lives on.

A variety of planned giving arrangements are available through Billings Clinic Foundation, each offering meaningful benefits for donors, families and Billings Clinic.

Shaping the Future of Billings Clinic

Billings Clinic is thankful for dedicated friends whose planned gifts provide resources that create extraordinary opportunities to improve the health of our community and region. Through philanthropy, we are making an incredible difference and you have the power to make a lasting impact at Billings Clinic. A variety of planned giving arrangements are available through Billings Clinic Foundation, each offering meaningful benefits for donors, families and Billings Clinic.

Donor Benefits

Through a planned gift you can receive lifetime income:

• Give stock and realize large savings
• Make a gift that costs you nothing
• Create opportunities to pass on more of your estate to your heirs

We invite you to look through all of our giving pages. We also encourage you to contact your professional advisors to thoroughly explore and understand your planned giving options.

Planned Giving Options

The following are highlights of several popular gift plans:

• IRA Rollover
• Named Endowment
• Deferred Giving
• Bequests
• Life Income Gifts
  
  • Charitable Gift Annuity (Current or Deferred)
  • Charitable Lead Trust
  • Residence with Life Interest
  • Life Insurance

• Montana Endowment Tax Credit
  
  • Large Businesses
  • Small Businesses and Estates
  • Individuals

All contacts with the Billings Clinic Foundation are confidential. We advise you to consult your professional advisors when making plans affecting your financial and estate situation.