Making a Planned Gift to Yellowstone Forever
A planned gift is a lasting investment that helps preserve Yellowstone National Park forever. There are many creative ways to support Yellowstone Forever that benefit you, your loved ones, and Yellowstone at the same time.
In addition to supporting the mission of Yellowstone Forever, a planned gift can provide substantial tax advantages, especially on gifts of stocks and real estate.
The benefits may include:
- An income tax deduction
- Reduced capital gains taxes
- Reduced probate costs and estate taxes
- Income for life
You can make a planned gift in several ways:
Giving Through Your Estate:
Supporting and Generating Income:
- Charitable Gift Annuity
- Deferred Charitable Gift Annuity
- Charitable Remainder Annuity Trust
- Charitable Remainder Unitrust
- Charitable Flip Unitrust
Supporting and Receiving Tax Benefits:
Unrestricted gifts give Yellowstone Forever the greatest flexibility to use funds where they are most needed. As per the Yellowstone Forever Institutional Funds and Restricted Donations Protocol, all unrestricted planned gifts will be treated as additions to the Yellowstone Forever endowment fund.
Yellowstone Forever will honor a donor’s stated intent for the use of a gift. Bequest provisions designated for a specific program or activity require additional language. Please contact Roger Keaton at email@example.com or 406.586.6303 in advance for assistance.