Join and Support

Conservation of habitat is all about people working together to protect places for birds, other wildlife and the human spirit.

Planned Giving

Plan for your future—and for the future of Montana’s wild birds and wild places. Making a planned gift to Montana Audubon is a flexible and simple way to combine philanthropy with financial planning. A planned gift may help you to give more to wildlife conservation than you ever thought possible, while still providing favorable financial and/or tax benefits. A few of the ways you can give to Montana’s wildlife and bird conservation are described below. All donations to Montana Audubon are tax-deductible.

Unless otherwise noted by the donor, gifts are designated to support all the work done at Montana Audubon. Donors can also specify that gifts benefit one or more program—or one of our endowments, which will support our work in perpetuity.

Estate Planning

You can share your love for nature with future generations of bird lovers by including Montana Audubon in your estate plans. We will use your gift to help protect birds, other wildlife, and the habitats that sustain them.

If you decide to name Montana Audubon in your will, please designate “Montana Audubon, a Montana non-profit corporation.” It is very important that “Montana Audubon” is clearly stated in the designation.  When a bequest is left to “Audubon,” there is often confusion because there are multiple Audubon chapters.

If you have already named Montana Audubon in your will, please let us know so we may thank you and honor your commitment.

Other Planned Gifts

In addition to putting Montana Audubon in your will, there are many giving options to choose from, including gifts of stocks, real estate, retirement assets, gift annuities, retained life estates, and Charitable Lead or Remainder Trusts.

For example, you could name Montana Audubon as the beneficiary of your IRA, 401(k) or other qualified plan, and after your lifetime, the amount left in your account is given to Montana Audubon tax-free. By doing this you avoid income and estate taxes, giving your most-taxed asset to Audubon and leaving more favorably taxed property to your heirs. Moreover, you can continue to withdraw money from your retirement account throughout your lifetime.

If you would like to learn more about how you can make a planned gift to benefit you and Montana Audubon, please contact Norane Freistadt: [email protected] or 406.443.3949

Charitable Gift Annuities Offer Secure Return

Did you know that you could make a gift to Montana Audubon and receive a fixed annual income for the rest of your life? A charitable gift annuity offers an immediate tax deduction, a guaranteed annual income, and the knowledge that you have made a gift to support the important work of Montana Audubon.

Furthermore, if you are a Montana taxpayer and make a planned gift to Montana Audubon’s permanent endowment, you will be able to take advantage of a special Montana state tax credit. The credit for individuals is now 40 percent of the present value of any “planned gift” to the permanent endowment of a Montana charity up to a maximum amount of $10,000 per individual per year. Likewise, businesses can qualify for a credit against state income tax liability in the amount of 20 percent of the present value of any outright or “planned gift” up to a maximum of $10,000 per year.

Whether the markets rise or fall, gift annuity payments will stay the same and continue for life. Rates are based on age. For more information on gift annuities or to request a sample calculation to fit your circumstances, please contact Norane Freistadt: [email protected] or 406.443.3949

For taxpayers who have money in fixed income investments, it may be time to “refinance your CD” with a charitable gift annuity!

Please note: The amount of the tax deduction is determined by the donor’s age, the annuity rate, and the IRS Discount Rate in effect at the time of the gift. This information is for illustration purposes and is not to be considered tax or legal advice. Always check with your professional advisors before making such a gift. Charitable Gift Annuities Offer Secure Returns.

Montana Audubon depends on your financial support

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  • Montana Audubon
    P.O. Box 595
    Helena, MT 59624

    [email protected]

  • Phone: (406) 443-3949
  • Fax: (406) 443-7144

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