The largest transfer of wealth is happening now. In a transfer of wealth study commissioned by the Montana Community Foundation, it is estimated that between 2010 and 2060 that $14.2 Billion will be transferred from one generation to the next in Missoula County.* If donors left 5% of that to the community in the form endowments we would have $710,000,000 in endowments making annual disbursements of $35 M back out to our community.   

Donors can often make larger gifts through planned giving than during their lifetime.

Planned gifts are often more complex taxed assets that can provide the donor with tax benefits, lifetime payments, and ways to benefit their heirs.

Planned giving also offers your organization a way to create a permanent revenue stream by creating an endowment, allowing your donors to take advantage of the Montana Endowment Tax Credit.

Planned giving is the transfer of assets (e.g., real estate, stock or life insurance) to a designated nonprofit organization during a lifetime or upon someone’s passing. Usually this happens via a will or other written means. The giving is “planned” because often these assets are not liquid, have tax consequences or can be used to simultaneously generate income for donors.

Planned Giving can be complicated, but you shouldn’t be intimidated by the legal and financial issues associated with different types of planned gifts. It is important to know that there are experts out there. Your job is to know the basics and let your donors know what opportunities exist.  There are resources for both your organization and your donor that offer experience in setting up different types of planned gifts

We can be partners.

Did you know that over 80% of our nation’s wealth is in the form of assets other than cash? This means stocks, real estate, and so much more.

You have a donor who you identify as potentially interested in planned giving…