Gifts of Stock, Mutual Funds

Donating appreciated securities (stock, mutual funds) for this endowment is easy! The two buttons below provide the necessary information to process your gift. One instructs as to how you want your gift used and ensures your gift is properly credited when received. The other includes the information your broker will need to transfer your gift to us.

Gift of Stock Notification Wire Instructions

To give another non-cash asset, such as real estate, tangible personal property (livestock, crops, jewelry, etc.), mineral rights, and more, contact us for assistance by clicking here.

Planned Giving

Make a planned gift through a charitable gift annuity, charitable remainder trust, life insurance policy, retirement plan, or other planned giving instrument. Take advantage of the 40% “Montana Charitable Endowment Tax Credit”, if you are a Montana taxpayer.

Learn more about planned giving

Learn more about the “Montana Charitable Endowment Tax Credit”

Establish a Named Endowment

Donors may create a Named (Legacy) Endowment benefiting the Catholic parish, school, or ministry of their choice. All that’s required to start is a gift of $20,000 or more (or a pledge of $20,000 or more, given within five years of creating the endowment).

This is a beautiful way to pay tribute to a deceased loved one or show future generations of your family what values you hold most dear. If you’re interested in creating a legacy endowment, contact us online or call (406) 315-1765.