Ways To Give
Support Logan Health without Writing a Check
In addition to gifts of cash, there are many ways to invest in the future of Logan Health. Please contact Logan Health Foundation Director of Operations Michael Barth at 406-858-6881 for more information about making gifts of stock, gifts from your IRA, planned gifts, or gifts of property.
You can make a gift online today, choose to make that gift recurring through our online form, or send a gift directly to:
Logan Health Foundation
310 Sunnyview Ln
Kalispell, MT 59901
Or by calling 406-751-6930
A gift of stock is an excellent way to invest in Logan Health. When you transfer stock to us, you may gain an important tax deduction while avoiding capital gains on the sale of the stock. The Logan Health Foundation uses D.A. Davidson to receive gifts of stock.
D. A. Davidson & CO
176 Timberwolf Parkway
Kalispell, MT 59901
Kalispell Regional Healthcare Foundation dba Logan Health Foundation
Account Number: 44860329
DTC # 0361
Make a Tax-Free Gift from Your IRA
New retirement plan laws enacted on Jan. 1, 2020, changed the age at which you must start taking Required Minimum Distribution or RMDs from your retirement account, from 70½ to 72 for those born July 1, 1949, or later. A Charitable IRA Rollover is a simple way to help Logan Health and satisfy all or part of your RMD, while avoiding the income and tax associated with an IRA distribution.
Why Consider This Gift?
- Your gift will be put to use today, allowing you to see the difference your donation is making.
- You pay no income taxes on the gift. The transfer generates neither taxable income nor a tax deduction, so you benefit even if you do not itemize your tax deductions.
- If you have not yet taken your required minimum distribution for the year, your IRA charitable rollover gift can satisfy all or part of that requirement.
Donor Advised Fund (DAF)
A Donor Advised Fund is a great way for you to give to Logan Health and the charities and causes important to you over time. You establish a fund with a financial institution or community foundation and then can recommend charitable distributions from your fund each year. You are entitled to take a deduction in the years you make contributions to your fund. Donor Advised Funds can be a great option for a donor interested in receiving a larger tax deduction in the year the fund is established and then making grants from the fund over subsequent years. When you establish your fund, you can name Logan Health and other non-profits to receive portions of the fund upon your passing.
There are many ways to invest in the future of Logan Health, some of which can result in significant tax savings and income streams. Montana taxpayers can structure their gift to receive a Federal tax deduction and a Montana state tax credit.
Considering a donation? Your company may match your gift. You can learn about matching gift opportunities your company offers by visiting Charity Navigator. Often, companies will match gifts made by current employees and retirees.
Gifts in Kind
If you are interested in making a gift of personal property or real estate, please contact us to discuss options. A gift of personal property may require an appraisal.
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.