Planned Giving

More and more people are taking advantage of the many gift-planning options available today. These include bequests by will, revocable trusts, charitable trusts, gifts of securities and real estate, in-kind gifts, endowment giving and other possibilities.

Mountain States Foundation wants to help you make a good gift better. We can assist you in finding the best gift plan, explain the various options and provide tailor-made illustrations. We will be sensitive to your financial needs and objectives, and always protect your confidentiality.

Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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Personal Planner

Gift Tax Surprise

Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to pay a gift tax! Do...
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Washington News

Identity Theft Takes $11 Billion From IRS

At a May 8 Congressional hearing, Treasury Inspector General for Tax Administration (TIGTA) Russell George testified on the rapid growth of identity theft and tax refund...
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Savvy Living

How to Make the Most of Your Doctor's Visit

"Can you write a column educating patients on how to prepare for doctors' appointments? I manage a number of small health clinics and have found that...
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