Planned Giving Main Page

Making a Planned Gift to Yellowstone Forever

Brink of Lower FallsA 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:

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 rkeaton@yellowstone.org or 406.586.6303 in advance for assistance.

Please note that donors are strongly urged to obtain the assistance and advice of competent and independent professional advisors, including, but not limited to, tax, financial, and legal advisors in matters pertaining to their donations, including potential tax and estate planning consequences. For clarity’s sake, Yellowstone Forever cannot serve as both the donor’s advisor, legal or otherwise, and the recipient of the donor’s donation. Further, Yellowstone Forever cannot provide legal or tax advice to donors. Donors and potential donors should not rely on any legal or tax information, conclusions, or commentary provided by Yellowstone Forever.

Additionally note that Yellowstone Forever, as the official education and fundraising partner of Yellowstone National Park, regularly engages with the National Park Service about prospective donations intended to support park priorities.