Enhancing Footloose Montana’s Future Through Planned Giving

Planned giving serves as a cornerstone of support for Footloose Montana, ensuring our ongoing ability to safeguard wildlife and advocate for an end to trapping in Montana, both now and for generations to come.

What is Planned Giving? Planned giving encompasses a range of charitable contributions beyond simple cash donations, including creative lifetime gifts, estate gifts, and various other giving strategies. These techniques empower you to maximize the personal benefits of your charitable giving while enabling you to make a profound impact that might otherwise seem out of reach. Moreover, planned giving can be a strategic tool to enhance your financial planning and security while furthering Footloose Montana’s vital mission to protect Montana’s wildlife.

It’s important to note that while Footloose Montana can’t offer legal or tax advice, consulting with your financial advisor or attorney can help you select the most appropriate planned giving option for you and your family.

Simplified Language for Including Footloose Montana in Your Will: “I hereby bequeath to Footloose Montana (or any successor organization), a non-profit 501(c)(3) organization incorporated under Montana law, with its principal 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 Lasting Legacy for Montana’s Wildlife Contributing to Footloose Montana in a manner that ensures long-term benefits is more accessible than you might think. With guidance from a qualified financial advisor or attorney, you can make a significant impact while also receiving tax advantages for yourself and your heirs. When naming Footloose Montana in your estate planning, remember to include our tax identification number (30-0419819).

Here are several avenues through which you can support Footloose Montana’s enduring efforts to protect Montana’s wildlife and advocate for an end to trapping on public lands:

  1. Prepare a Will: Less than half of individuals have a will, leaving asset distribution to government discretion.
  2. Allocate a specific dollar amount or percentage of your estate to Footloose Montana in your will, either outright or after provisions for loved ones.
  3. Designate a specific asset, such as stocks, bonds, CDs, or real estate, to Footloose Montana in your will, offering potential tax benefits.
  4. Name Footloose Montana as a beneficiary in your IRA or retirement plan, a savvy charitable move.
  5. Designate Footloose Montana as a beneficiary of a life insurance policy, offering a meaningful contribution with minimal expense.
  6. Consider a charitable remainder trust, which provides income and estate tax benefits.
  7. Donate appreciated securities to Footloose Montana to garner immediate income savings and avoid capital gain taxes.
  8. If over 70 1/2, consider making a Qualified Charitable Distribution (QCD) directly from your IRA to Footloose Montana.
  9. Encourage loved ones to include Footloose Montana in their estate planning.
  10. Advocate for charitable giving as part of financial planning discussions with your advisor.
  11. Make a memorial gift to honor a friend or loved one’s legacy, contributing to wildlife protection through Footloose Montana.

For further details on supporting Footloose Montana in a manner that aligns with your goals, or to notify us of a planned gift, please contact us today.