Remember the past with gratitude. Live the present with enthusiasm. Look forward to the future with confidence.

– St. Pope John Paul II

Smart Ways to Make Your Gift or Pledge Payment

You can make your Because He First Loved Us pledge payment – or any gift to the Foundation – AND save money on taxes!

1. IRA Qualified Charitable Distribution (QCD) – If you are 70.5 or older and want to lower your tax consequences, you can use an IRA QCD to make a gift or  pledge payment directly to the Foundation. A QCD can also reduce or even eliminate the income tax ordinarily due on a required minimum distribution at 73 years of age or older

2. Appreciated Stock – Do you have an appreciated stock that will trigger a long-term capital gains tax? Donate it directly to the endowment of the ministry closest to your heart at the Foundation or to your Because He First Loved Us pledge and capital gains taxes may be eliminated.

3. Donor Advised Fund (DAF) – After having saved taxes by donating to your DAF, please consider recommending a grant from the DAF to the campaign to help build up a ministry or parish endowment or to fulfill your pledge.

For more information about how to make these types of donations, contact the Foundation, phone: (406)389-7050 or email: Foundation@dohmt.org

 

The Foundation for the Diocese of Helena is proud to share our newest option with our Diocesan parishes and ministries. The Parish Investment Fund actively stewards your parish’s resources by generating positive return on the gifts generously given and invested according to the USCCB socially responsible investment guidelines.

 

Learn about estate and planned giving

$37.7 Million

in Endowments

$15 Million

Distributed to Parishes/Ministries

$100,000+

in Grants awarded in 2023

Monthly Giving

Giving to your favorite parish or Catholic ministry is a beautiful gift, but it’s also an opportunity to show our gratitude to the Lord. Gifts of every size matter and the Foundation is here to help you decide how you want to give.

Endowments

Gifts to the Foundation for the Diocese of Helena, Inc. are placed in an endowment fund chosen by the donor. These funds will perpetually serve the Catholic Church in the Diocese of Helena and its mission through the years to come so your children and grandchildren will have the opportunity to walk with Christ as you have in your lifetime.

Responsible Investing

With more than $38 million in assets, the Foundation for the Diocese of Helena takes our responsibility to wisely invest and shepherd the gifts given for the benefit of our parishes, missions, and ministries very seriously by investing only in securities that are in line with Catholic teachings.

Giving & Tax Savings

Imagine if you gave a gift, and nearly half was returned to you via tax credits. Would it change the way you give? Montana is a unique state, committed to giving back to its nonprofits through the Montana Endowment Tax Credit.

We’re Here to Help

For additional help, questions or comments, contact Daniel Thies, Executive Director.

Address & Phone

Physical: 630 N Last Chance Gulch, Suite 2200, Helena, MT 59601

Mailing: PO Box 1729, Helena, MT 59624

Phone: (406) 389-7050