The end of the year is a popular time for giving. It can also be one of the busiest times of the year.
If making year-end gifts is on your to-do list in these final months of 2020, save yourself time and hassle when the busy tax season arrives next spring by getting your records in order and keeping important dates in mind.
To learn more about making a tax-smart gift to Montana Community Foundation before the year ends, contact Joanne MacIsaac at email@example.com or (406) 541-7407. Together with your advisor, we can find the best giving options for you.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.