Planned Giving Home

Planned Giving Home

Donor Stories

Professional Advisors

Welcome to Mountain States Foundation
Planned Giving

More and more people are taking advantage of the many gift-planning options available today. These include bequests by will, revocable trusts, gift annuities, charitable trusts, gifts of securities and real estate, in-kind gifts, endowment giving and other possibilities.
A planned gift usually requires more thought than a quick check written against monthly income. These gifts often come out of estate assets. You have to consider the impact of your gift on you overall financial condition. Can you afford a sizable gift at this time, or should you make it later by will? What is the best way to make this gift? Do you need temporary or lifetime income from your gift? What are your tax implications?
Mountain States Foundation wants to help you make a good gift better. We can asssit 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.

Benefits for Family and Mountain States Foundation

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Mountain States Foundation shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.

Greens Give for Niswonger Children's Hospital
When Pat and Charles Green moved to the Tri-Cities region in 1985 to run a business in Elizabethton, Tenn., they felt the best way to do so was to become a part of the community. More on Greens Give for Niswonger Children's Hospital >>.

Flexible Deferred Gift Annuity
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially to $118,000. More on Flexible Deferred Gift Annuity >>.

Part Gift and Part Sale
Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.

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.

Bill Farthing
Director of Major Gifts
& Planned Giving

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 farthingwb@msha.com.

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