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Donate to the Foundation

Where to Give: Trinity Health Foundation Endowments and Specific Funds

Trinity Health Foundation has both endowments and specific funds to which you may direct your gift. A full list of these funds along with a brief description of them can be found here.

If you make a gift to Trinity Health Foundation and do not designate it for a specific purpose, then it will be placed into the Trinity Health Foundation Fund to provide us the greatest flexibility in using the money wherever it is needed most at that time. If you would like to designate your gift for a purpose that is not among those listed, please call the Trinity Health Foundation, (701)857-5432, and we can help you achieve your goals.

Please remember that if you give to an endowment, only 5% of the fund may be expended each year. When you give to a fund that is not an endowment, both the interest and the principal may be utilized. However, by supporting an endowment or making a planned gift at Trinity Health Foundation, North Dakota taxpayers may be eligible for an Income Tax Credit. This tax credit makes it possible for you to give more and make a greater impact on the health and wellness of the region. Below is more information on how the North Dakota Tax Credit works with Endowment Gifts and Planned Gifts.

Endowment Gifts

North Dakota residents, businesses, and financial institutions may qualify for a 40% tax credit on the value of their gift to a Trinity Health Foundation Endowment (minimum gift of $5,000 – at one time or aggregate in one year). The types of businesses and financial institutions this applies to include C corporations, S corporations, estates, limited liabilities and trusts. Businesses may carry forward any unused credit for up to 3 taxable years (financial institutions excluded). Individual donors may carry forward any excess credit for 3 years. To learn about Trinity Health Foundation’s endowments please call the foundation office at (701)857-5432 or (701)857-2430.


Planned Gifts by Individuals

Planned gifts may also qualify for the income tax credit of 40% of the charitable deduction created by the gift. Credit may be claimed the year of the gift and any excess credit may carry forward 3 years. If a donor is in the 35 percent federal tax bracket, the benefit from the North Dakota Tax Credit on Charitable Gifts may look like this:

Gift Amount
$5,000
$25,000
$50,000
 
Federal Tax Savings
($1,750)
($8,750)
($17,500)
 
North Dakota Income tax credit
($2,000)
($10,000)
($20,000)
 
Net cost to donor
$1,250
$6,250
$12,500
 
  • The maximum credit for a single tax year is $10,000 for an individual, $20,000 for a married couple and $10,000 for business entities
  • This is a North Dakota Tax credit, not a deduction
  • This contribution can be deducted from your federal income taxes
This material is presented for informative purposes only and should not be construed as legal, tax, or financial advice. When considering gift planning strategies and year-end gift opportunities, you should always consult with your own legal, tax, or financial advisors.


Donate to the Foundation
For more than 90 years, Trinity Health Foundation and partners like you have been making a positive difference in health and wellness of people in our region. Trinity Health Foundation is supported through the financial stewardship of individuals, families, family foundations, corporations, foundations, civic clubs and other organizations. Through your gift to Trinity Health Foundation you will help make a significant impact on the quality of life in our region.

We know that those who seek to support Trinity Health Foundation have different preferences and priorities for how their donations are utilized. Because we desire to provide donors with flexibility and control in their giving, Trinity Health Foundation offers a variety of ways by which you may give and a variety of specific projects and programs that your donations may support.

Contributions to Trinity Health Foundation, a not-for profit, private organization are tax-deductible, as provided by law. Trinity Health Foundation is committed to principles of good stewardship and pledges itself to use the gifts you generously provide to benefit those in our care.
© 2017 Trinity Health Foundation