Planned Giving Home

Professional Advisors

Welcome to Shodair Legacy

Shodair Children's Hospital Planned Giving

Glen Newhart, CFRE
Foundation Director

Thank you for your interest in Shodair Children's Hospital. Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning and how your gift can make life changing differences in the lives of Montana's children.

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me or call 406-444-7560 at your convenience.

Benefits for Family and Shodair Children's Hospital

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.

Remember, every situation and gift are different and we would be happy to show you how a gift would benefit you.

Capital Gains Tax Bypassed
Peter and Gail Williamson were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. More on Capital Gains Tax Bypassed >>.

Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with her favorite charity. Since Barbara did not need all of her IRA income, she decided to make a gift of $2,000 from her IRA to reflect her support. More on Easy IRA Gift >>.

Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was very pleased with the home, she decided to buy stock in the company that built and sold her home. Over the years, the stock has increased in value many times. More on Peace of Mind Gift Annuity >>.

Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.