Leave a lasting legacy of open land, clean water, and intact habitat. Name Flathead Land Trust in your will through a bequest or as a beneficiary through other planned giving and ensure we pass this legacy down to future generations. By making a planned gift you will join other visionary donors that are helping to secure the future as a member of the Land & Water Legacy Society.
“We consider living here a privilege. As part of that gift, our response is to help maintain the beauty and character of the Flathead for the future. As we look toward that legacy, we didn’t have to think twice on agreeing to put Flathead Land Trust in our will. We encourage you to think about this way of being a steward of a very special place.” Milt and B.J. Carlson
Here are several options for making a planned gift:
A bequest is one of the most common types of planned gifts. You can specify your bequest to the Flathead Land Trust as a particular dollar amount, a percentage of your estate, the residue of your
estate or a specific asset such as real estate or securities. Bequests offer you great flexibility; your assets remain in your control during your lifetime and you can modify your bequest at any time,
Life Insurance Designations
Making a beneficiary designation through your life insurance plan is an easy and meaningful way to leave a lasting legacy. By naming Flathead Land Trust as the beneficiary of an individual or group term life insurance policy, the benefits from your policy pass to us free of federal estate tax after your lifetime.
Charitable Gift Annuity
A charitable gift annuity can be set up through a community foundation such as Montana Community Foundation or Whitefish Community Foundation that offers a tax-advantaged way to provide for income during retirement. In the future, your gift provides support
for the Flathead Land Trust’s mission.
- By setting up a charitable gift annuity to support our permanent endowment fund, you may qualify for the Montana Charitable Endowment Tax Credit.
- Businesses can qualify for the Montana Charitable Endowment Tax Credit by making an outright gift to our endowment. Find out more here.
To make a tax-deductible permanent gift through your estate planning, contact Paul Travis at email@example.com or call 406.752.8293 and let us help you. Flathead Land Trust Tax ID # 36-3479966.
You may also give directly to the following restricted funds that work to sustain our mission:
Flathead Land Trust’s Endowment Fund is a long-term investment tool for the organization. Make a gift to this Fund and ensure that the organization will always be around to serve landowners and monitor existing properties. (Please specify that the gift is for the “Endowment Fund”)
Land Protection Assistance Fund
An anonymous donor initiated this Fund, which is specifically for landowners who want conservation easements but cannot afford the associated costs. This Fund provides financial assistance to those who deeply desire to protect their important lands but need help with fees and costs. (Please specify that the gift is for the “Land Protection Assistance Fund”)