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FMDH Foundation Planned Giving

Shaping the Future of FMDH and Valley County

The Frances Mahon Deaconess Hospital Foundation staff is thankful for dedicated friends whose planned gifts provide resources that create extraordinary opportunities to improve the health of our community for years to come. Through philanthropy, we are making an incredible difference and you have the power to make a lasting impact in your hometown. A variety of planned giving arrangements are available through the FMDH Foundation, each offering meaningful benefits for donors, families, and those that receive your generosity on the other end.

Great Donor Benefits

Through a planned gift, you can receive:

  • Lifetime income
  • You can give stock and realize significant 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 information. For your own personal and confidential gift illustration, or for more information, please contact Taylor Zerbe at (406) 228-3556. 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 Endowments
  • 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 or Estates
    • Individuals

All contacts with the FMDH Foundation are confidential. We advise you to consult your professional advisors when making plans affecting your financial and estate situation. To contact the Foundation Office, please call (406) 228-3556 today.