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Dakota Medical Foundation and Impact Foundation
Welcome You to Our Planned Giving Site

Dakota Medical and Impact Foundations are pleased to share with you the latest news about charitable giving. This service is provided free of charge in an effort to increase and improve the impact of charitable giving in the region. DMF and Impact as well as partner nonprofits and professional advisors are committed to stemming the outflow of capital from our region due to avoidable estate taxes. Tax-efficient wealth transfer planning provides much greater financial resources for families and their favorite nonprofits to use in our communities for transformative purposes.

If you know of other nonprofits or advisors that would benefit from receiving these informative updates, or if you need help with your charitable plan, please email us or phone us anytime at (701) 356-2655.

Jennifer Thompson
Director of Development

Pat Traynor
Executive Director

Benefits for Your Family, Your Favorite Non-profit,

and Your Community

If you are like most donors, leaving a legacy which reflects family values and promotes lasting societal transformations in your community is important. Illustrated below are several types of planned gifts which can help you accomplish your charitable objectives while enjoying increased income and generous tax savings. Just click on the picture and you can view each story.

Part Gift and Part Sale
Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.

Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.

A Bequest to Further Good Work
Nancy and David Atkins were dedicated volunteers. Over the years, they had seen many individuals impacted by the good work of our organization. They wanted to create a legacy to provide future support to continue our mission. More on A Bequest to Further Good Work >>.

Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact jenniferthompson@dakmed.org.

If you are a professional advisor, you may take the following steps on this site.