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!

Double My CD Return
Valerie is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit, but she has seen her income decline. More on Double My CD Return >>.


Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with St. Patrick Hospital & Health Foundation. She had an IRA and was nearing the time to take her required payout for this year in the amount of $2,000. More on Easy IRA Gift >>.


Gift Annuity Brings Peace of Mind
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Gift Annuity Brings Peace of Mind >>.


Saving on a Sale of Stock and Creating a Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Saving on a Sale of Stock and Creating a Unitrust >>.


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 jlankford@saintpatrick.org.

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


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