Planned Giving

Support the causes you care about forever by creating an endowed fund that is established at a future date.You can leave a legacy simply by putting the Missoula Community Foundation in your will or by changing the beneficiary of your life insurance or retirement accounts. 

There are a variety of ways a gift can give back to the Missoula Community. Our different funds can help you meet your desired outcome.  

The best way to get started is to set up a meeting with our staff. We like to get to know you because this is the best way for us to honor your intention and connect you to needs or causes in the community. Whether you want to just learn more about your options or are ready to open a fund tomorrow, we are here to help. We want your giving experience to be easy, comfortable and rewarding.

Set Up A Meeting Today

Why Make a Planned Gift?

It’s easy!

You don’t have to be super wealthy to do it. You can name your favorite charity in your will or trust for a modest amount, create a pass through fund with us to multiple organizations, or a gift of house and property, there is an easy option that is right for you.

It can involve assets you might never think of.

IRAs. life insurance policy. Real estate. Stocks. Business holdings. A bank account. These are all assets that can be leveraged in planned gifts.

Have you ever wanted to give more to your favorite charity?

Have you ever thought, “I wish I could give more to [insert name of charity]” Well making a planned gift can often allow you to create a bigger impact than you could during your lifetime. A planned gift is a way to leave a legacy for the things you care most about.

It can generate an income stream.

In return for the donation of real estate, stocks or other assets, donors can receive a series of regular payments for a certain period of time. Ask us about Charitable Gift Annuities. They also qualify for the Montana Endowment Tax Credit.

It can provide generous tax benefits.

A planned gift in Montana can get you a 40% state tax credit in addition to other tax benefits! Depending upon the type of gift, short-term and/or long-term tax benefits may apply. Donors at a variety of income levels can benefit. Be sure to consult with your financial or estate planner for more specifics. Montana offers a state tax credit for planned gifts to permanent endowment in Montana, called the Montana Endowment Tax Credit.

It can work in tandem with other family priorities.

Planned giving is not an “all or nothing” option. Even small gifts can make a big difference for your favorite nonprofits. Gifts can exist side-by-side with other beneficiaries and personal priorities.

It’s long remembered.

Designating a planned gift automatically makes you a member of the our legacy society. In addition to the satisfaction of making a meaningful gift, most planned gifts have immediate and/or long-term tax benefits. The Start a Fund page helps you find the type of gift that is right for you. Consult with your financial advisor or estate planner and join the legacy society of your favorite nonprofit organization today.

Learn More

Learn more about giving from our Donor Webinar Series:

  • Philanthropy in an Era of Tax Uncertainty
  • DAF vs. Private Family Foundations
  • Estate Planning
  • Retirement & Planned Giving Options

Donor Webinar Series

Planned Gifts

Planned giving is also referred to as gift planning or legacy giving. In a nutshell, it is a donor’s intention to contribute a gift to an organization, beyond their lifetime. So, unlike an annual gift (an outright gift made for current use), a planned gift is for the future.

Set Up a Meeting with Marcy

Start a Fund

  • Are you ready to start a fund?
  • We have multiple different types of funds to suit your needs, and the needs of the community.  Explore our existing funds.
  • We are happy to meet with you to help you make plans to give to your favorite causes.