Designed Planned Giving is the program which the Youth Dynamics, Inc. Foundation uses to show donors the tax advantages of planned giving. The program can also illustrate an income stream for life.
Designed Planned Giving means that a program is specifically designed to meet the donor's needs. Every donor has a different set of circumstances which are unique to them and their family. The program has the flexibility to address those unique situations.
If you have never thought about a planned gift or need more information, please contact the Youth Dynamics, Inc. Foundation at (406) 245-6539.
A CASH OR PLANNED GIFT can be an important financial planning tool for donors as well as giving them the satisfaction of helping Montana youth who are in need.
Some donor advantages for charitable gifts include:
- Immediate tax deduction.
- Reduce or even eliminate capital gains taxes, income taxes, estate taxes and IRD (IRA/Annuity) tax.
- Donors can receive an immediate or deferred income.
- Guaranteed income for one or two lives can enhance your lifestyle on a guaranteed basis, for life.
- The Montana Tax Credit is available for qualifying gifts. This is a tax credit not a tax deduction.
- A donor advised fund is an easy way to establish a family foundation.
- The gift income and proceeds can be fully insured to eliminate the market risk of principal. Charitable Gift Annuities and Wealth Replacement are some of the insured tools that can be utilized.
- The gift can be placed into a pooled income fund if market risk is not a concern.
- Heirs can receive an inheritance income tax free.
We suggest that you visit with your tax consultant before making a gift.







