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 contribute more to wildlife conservation than you thought possible, while still providing favorable financial and/or tax benefits. Unless otherwise noted by the donor, gifts are designated to support all of the conservation and education work Montana Audubon does. Donors can also specify that gifts benefit one or more programs—or one of our endowments, which will support our work in perpetuity.

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 conveyed to Montana Audubon, tax-free. By doing this you avoid income and estate taxes, giving your most-taxed asset to Montana Audubon and leaving more favorably taxed property to your heirs. Moreover, you can continue to withdraw money from your retirement account throughout your lifetime.

Charitable Gift Annuities Offer Secure Return

Did you know that you can make a gift to Montana Audubon and receive 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. Whether the markets rise or fall, gift annuity payments will stay the same and continue for life. Rates are based on age.

Of particular interest to Montana residents and taxpayers is our state’s generous tax credit. The credit for individuals is 40% 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.

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.