Giving Options
There are many planned gifts that won’t affect your existing financial resources but will have a significant impact on National Forest Foundation. Give to the organization you care so much about, while maintaining control and flexibility.
Your legacy. Their future.
When you include the National Forest Foundation in your estate plan, you’re ensuring that the waters, wildlife habitats, and wild places you treasure will be protected for generations to come. It’s a deeply personal way to extend your conservation values far beyond your lifetime.
Whether you’re considering a bequest in your will, a gift of stock or property, or another planned giving option, we’re here to help you explore what makes sense for your unique situation.
Gifts by Will or Trust
A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit NFF.
Naming Us in Your Assets
While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.
The IRA Gift (QCD)
The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to National Forest Foundation.
Life Income Gifts
Support NFF while generating income for yourself and your family. Learn how these gifts allow you to achieve both of these goals.
Charitable Lead Trust
Make a substantial gift to National Forest Foundation in the form of fixed annual payments and pass assets to your family or other heirs at reduced tax cost.
Retained Life Estates
Donate your home, farm or a second home to NFF and receive an immediate income tax charitable deduction, while retaining the right to live in your home for the rest of your life. If you itemize your deductions instead of taking the standard deduction you could save significant income taxes.
Bargain Sale
Receive immediate cash and make a gift to National Forest Foundation by selling to us a valuable asset, such as real estate, for less than it is worth.
Your Financial Goals
Planned giving isn’t just meaningful for the forests. It can offer significant financial benefits for you and your family. A planned gift can help you fulfill your philanthropic vision while reducing income taxes, avoiding capital gains tax on appreciated assets, and creating a flexible giving strategy that works with your financial goals.
Your lawyer or financial advisor can assist you in making informed decisions that benefit your estate and the causes you wish to support.
Legal Designation
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
Get in Touch
We are always available to work with you to fulfill your or your family’s charitable goals, answer your questions, and help you make the best giving decisions.
Talk to Us
Contact our Office of Legacy Giving for information on gift strategies that can help you support National Forest Foundation and provide significant benefits to you and your family.
Michele Sides, Sr. Director of Individual Giving
