Planned giving is an essential source of income for Footloose Montana, assuring our continuing ability to protect wildlife and end trapping in Montana for now and for future generations.
What is Planned Giving?
The term “planned giving” is used to describe charitable giving through creative lifetime gifts, estate gifts, and other ways of giving beyond simple gifts of cash. There are many planned giving techniques that can help you maximize the personal benefits of your charitable giving while allowing you to make a gift that you might not have thought possible.
Planned giving is a tool that can enhance your financial plans and security while helping Footloose Montana continue our important work on behalf of Montana’s wildlife.
Please note that Footloose Montana cannot give legal or tax advice. Please consult with your financial advisor or attorney to help you choose the right planned gift for you and your family.
Simple Wording for adding Footloose Montana to your Will as a Beneficiary:
“I hereby give and bequeath to Footloose Montana (or any successor organization), a non-profit (c) 3 membership organization incorporated under the laws of the state of Montana, with a principle address at P.O. Box 8884, Missoula, Montana 59807, __ percent of my estate, (or) the sum of ____ dollars, (or) the following assets:_____________________.”
Eleven Ways to Leave a Long-term Legacy for Montana’s Wildlife
Making an important gift to Footloose Montana that will have a long-term benefit for Footloose Montana is far easier than you think. With the assistance of a good financial advisor or attorney, you may be able to make a meaningful gift to Footloose Montana while also receiving tax advantages for yourself and your heirs. Be sure to include Footloose Montana’s tax identification number (30-0419819) when you name Footloose Montana in your estate planning.
These are ways that you can help Footloose Montana with our long-term efforts to protect Montana’s wildlife and end trapping on our public lands:
For more information about supporting Footloose Montana in a way that makes the most sense for you, or to inform us of a planned gift you have established, please contact:
Stephen Capra
Executive Director
Footloose Montana
406-370-3028
Stephen@footloosemontana.org
Footloose Montana Tax ID: 30-0419819
What is Planned Giving?
The term “planned giving” is used to describe charitable giving through creative lifetime gifts, estate gifts, and other ways of giving beyond simple gifts of cash. There are many planned giving techniques that can help you maximize the personal benefits of your charitable giving while allowing you to make a gift that you might not have thought possible.
Planned giving is a tool that can enhance your financial plans and security while helping Footloose Montana continue our important work on behalf of Montana’s wildlife.
Please note that Footloose Montana cannot give legal or tax advice. Please consult with your financial advisor or attorney to help you choose the right planned gift for you and your family.
Simple Wording for adding Footloose Montana to your Will as a Beneficiary:
“I hereby give and bequeath to Footloose Montana (or any successor organization), a non-profit (c) 3 membership organization incorporated under the laws of the state of Montana, with a principle address at P.O. Box 8884, Missoula, Montana 59807, __ percent of my estate, (or) the sum of ____ dollars, (or) the following assets:_____________________.”
Eleven Ways to Leave a Long-term Legacy for Montana’s Wildlife
Making an important gift to Footloose Montana that will have a long-term benefit for Footloose Montana is far easier than you think. With the assistance of a good financial advisor or attorney, you may be able to make a meaningful gift to Footloose Montana while also receiving tax advantages for yourself and your heirs. Be sure to include Footloose Montana’s tax identification number (30-0419819) when you name Footloose Montana in your estate planning.
These are ways that you can help Footloose Montana with our long-term efforts to protect Montana’s wildlife and end trapping on our public lands:
- Prepare a Will: fewer than 50% of those that pass away have one. Without a will, you allow the government to decide for you how your assets will be distributed.
- Leave a specific dollar amount or a percentage of your estate to Footloose Montana in your will: gifts can be made outright at the time of your death or after you made provisions for your spouse and other loved ones.
- Leave a specific asset to Footloose Montana in your will: such items include, but are not limited to, stocks, bonds and CD’s, and real estate. Such gifts can provide significant federal estate, state inheritance, and federal income tax savings.
- Name Footloose Montana as a beneficiary in your IRA or retirement plan. Retirement plans are often considered the smartest assets to leave to charity.
- Name Footloose Montana as a beneficiary of an individual or group life insurance policy: this is an excellent way to make a meaningful contribution with little expenditure.
- Name Footloose Montana as a beneficiary of a charitable remainder trust, which offers income and estate tax benefits. Talk to your attorney or financial advisor to determine which technique is best for you.
- Donate appreciated securities to Footloose Montana today: such contributions can provide immediate income savings and avoid capital gain taxes.
- If you are over 70 1/2, make a gift directly to Footloose Montana from your IRA in the form of Qualified Charitable Distribution (QCD).
- Encourage friends and family to include Footloose Montana in their will, trust, or retirement plan.
- Ask your financial planner to include charitable giving as part of counsel to clients.
- Make a memorial gift: Honor a friend or loved one with a gift of wildlife protection by making a contribution to Footloose Montana.
For more information about supporting Footloose Montana in a way that makes the most sense for you, or to inform us of a planned gift you have established, please contact:
Stephen Capra
Executive Director
Footloose Montana
406-370-3028
Stephen@footloosemontana.org
Footloose Montana Tax ID: 30-0419819
