BOLD VISIONS CONSERVATION

Planned Giving is an essential source of income for Bold Visions Conservation, assuring our continuing ability to protect wildlife and end trapping in Montana for now and future generations.

​

What is Planned Giving?

​

“Planned Giving” describes charitable giving through creative lifetime gifts, estate gifts, and other ways of giving beyond simple cash gifts. Many planned giving techniques can help you maximize the personal benefits of your charitable giving while allowing you to make a gift you might not have thought possible.

​

Planned giving is a tool that can enhance your financial plans and security while helping Bold Visions Conservation continue our vital work on behalf of Montana’s wildlife.

​

Please note that Bold Visions Conservation cannot give legal or tax advice. Please consult your financial advisor or attorney to help choose the right planned gift for you and your family.

​

Simple wording for adding Bold Visions Conservation to your Will as a Beneficiary:

​

“I hereby give and bequeath to Bold Visions Conservation (or any successor organization), a non-profit (c) 3 membership organization incorporated under the laws of the state of Montana, with a principal address at 91 Campus Drive, PMB #1004, Missoula, Montana  59801, __ percent of my estate, (or) the sum of ____ dollars, (or) the following assets:_____________________.”

​

Eleven Ways to Leave a Long-term Legacy for Montana’s Wildlife

Making an important gift to Bold Visions Conservation that will have a long-term benefit for Bold Visions Conservation is far easier than you think. With the assistance of a good financial advisor or attorney, you may be able to make a meaningful gift to Bold Visions Conservation while also receiving tax advantages for yourself and your heirs. Be sure to include Bold Visions Conservation’s tax identification number (46-1905311) when you name Bold Visions Conservation in your estate planning.

​

These are ways that you can help Bold Visions Conservation with our long-term efforts to protect Montana’s wildlife and end trapping on our public lands:

​

Prepare a Will: fewer than 50% of those that pass away have one. Without a will, you allow the government to decide how your assets will be distributed.

​

Leave a specific dollar amount or a percentage of your estate to Bold Visions Conservation in your Will: gifts can be made outright at the time of your death or after you made provisions for your spouse and other loved ones.

Leave a specific asset to Bold Visions Conservation in your Will: such items include, but are not limited to, stocks, bonds and CDs, and real estate. Such gifts can provide significant federal estate, state inheritance, and federal income tax savings.

Name Bold Visions Conservation as a beneficiary in your IRA or retirement plan. Retirement plans are often considered the most competent assets to leave to charity.

​

Name Bold Visions Conservation as a beneficiary of an individual or group life insurance policy: this is an excellent way to make a meaningful contribution with little expenditure.

​

Name Bold Visions Conservation as a beneficiary of a charitable remainder trust, which offers income and estate tax benefits. Talk to your attorney or financial advisor to determine which technique is best for you.

Donate appreciated securities to Bold Visions Conservation today: such contributions can provide immediate income savings and avoid capital gain taxes.

​

If you are over 70 1/2, make a gift directly to Bold Visions Conservation from your IRA in the form of Qualified Charitable Distribution (QCD).

Encourage friends and family to include Bold Visions Conservation in their Will, trust, or retirement plan.

​

Ask your financial planner to include charitable giving as counsel to clients.

​

Make a memorial gift: Honor a friend or loved one with a gift of wildlife protection by contributing to Bold Visions Conservation.