Planned Giving

Are you ready to plan your will or trust?

Wills Guide

We would lik e to send you a FREE Wills Guide. Request Now.  This helpful information m ay enable you to successfully plan your estate. 

Professional Advisors (Coming  soon)

Access a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends.

Personal Planner

How to Fund Your Living Trust:   A revocable living trust is one of the principal estate planning methods. While everyone should have a will, there are many benefits of a revocable living trust. For individuals who have moderate or... More 

Endowment and Legacy Society

Donors who have chosen to give to Greater Gallatin United Way in their wills or other estate plans are honored and recognized.

For more information about how we can help you arrange your charitable gift, please contact Carol Townsend at (406) 587-2194 or Info@GreaterGallatinUnitedWay.org. 

The legal name to use in gift-planning transactions is Greater Gallatin United Way, Inc. Our Federal Tax ID number is 81-0384820.

 Interesting Facts About Planned Giving

(Donor-Centered Planned Gift Marketing  by Michael Rosen)