Benefits of Planned Giving
Including the National Forest Foundation in your estate plan is a simple way to make a lasting gift to the waters, wildlife habitats and wild places treasured by you and your loved ones, and can have profound financial benefits for you as well.
A planned gift can help you to:
- Fulfill your philanthropic goals.
- Reduce income taxes through a charitable deduction for a future gift.
- Avoid capital gains tax on gifts of long-term appreciated property.
- Achieve no-cost, worry-free asset management.
- Increase spendable income.
- Retain payments for your lifetime or the lifetime of other beneficiaries … and so much more.
Types of Planned Gifts
There are many recognized planned gift methods that can be customized to your own and your family’s needs. The options include:
Cash: This simplest asset to donate can be made by check, money order, credit card or wire transfer.
Securities: Donate appreciated stocks, bonds or mutual funds—a quick and simple way to receive significant tax benefits.
Land and Other Personal Property: By making a gift of land or other tangible personal property, you could avoid or reduce capital gains tax and receive a charitable deduction.
Business Interests or Partnership Gifts: By giving a gift of shares in a closely held corporation or an investment partnership, you receive gift credit and an immediate income tax deduction for the appraised value of the business interests, net any other liabilities that may pertain to it.
Gifts that Give Back
Charitable Gift Annuities: Support your treasured landscapes while receiving a fixed income for life.
Deferred Gift Annuities: Provide funds for conservation while meeting future financial needs. Defer your annuity payments and receive higher income payments.
Pooled Income Funds: A type of mutual fund comprised of gifts that are pooled and invested together. Income from the fund is distributed to both the fund's participants and named beneficiaries according to their share of the fund.
You can also support your treasured landscapes with gifts of real estate; retirement plan gifts; and testamentary life-income gifts. Visit with your financial advisor or attorney to find the best option for your individual circumstances.
One of the simplest ways to make a gift to the National Forest Foundation is through your will or living trust. There are several types of bequests:
- Specific Bequest: You can name the National Forest Foundation as the direct beneficiary of a stated amount of money, property, securities, or even proceeds from your retirement plan.
- Residuary Bequest: You can designate that the National Forest Foundation receive all or a portion of the remainder of your estate once all specific bequests to others have been met.
- Contingent Bequest: You can provide for a contingent beneficiary to receive assets in case your named individual beneficiaries do not survive you.
Bequests to the National Forest Foundation are deductible for federal estate tax purposes and there is no limit on the deduction your estate can claim.
If you leave your gift to the NFF unrestricted, it allows it to be used for our highest conservation priorities.
Your gifts to the National Forest Foundation should be titled as follows:
The National Forest Foundation, a nonprofit 501(c)(3) organization and existing under the laws of the State of Montana, with principal business address of Fort Missoula Road, Building 27 Suite 3, Missoula, Montana 59804
NFF Tax ID: 52-1786332
Date of Incorporation: July 13, 1993
We recommend that you discuss your plans with your attorney or financial advisor to best advise you in light of your individual circumstances.
Please contact us if you have named the National Forest Foundation in a planned gift. The NFF will recognize all National Forest Legacy Society members. Please indicate if you prefer having your gift remain anonymous.
Contact: 406-542-2805 or firstname.lastname@example.org