Create a Legacy
Whether you would like to put your donation to work today or create benefits after your lifetime, you can find a charitable plan that lets you provide for your family and support your charitable goals.
If you would like to extend your charitable support to make a lasting impact, there are several gift arrangements to choose from.
Support the Museum’s Endowment through the MT Endowment Tax Credit
Individuals who make a planned gift to a qualified Montana endowment fund will receive a tax credit of 40% of their gift, with a maximum credit of $10,000 ($20,000 for joint filers). Your planned gift can support the Friends of the Historical Museum’s Endowment and keep history alive for future generations.
Bequests
The simplest form of planned gift and may be included in a new or revised will. Bequests may be designated to a specific project or program, or may be unrestricted. Before making a restricted bequest intention, please contact the Historical Museum to ensure your wishes can be fulfilled. We can prepare a statement of intent that can be referenced in your estate documents.
Retirement plans
You may wish to designate HMFM as the beneficiary of all or part of your retirement plan assets and set aside other assets for family and friends. As a tax-exempt organization, the Museum will generally receive the full amount of the plan’s value.
Life insurance
You may name HMFM as a beneficiary of all or part of a new or existing life insurance policy. Depending on the type of policy donated, you may receive an immediate income tax deduction and be able to deduct any future premium payments on the policy.
There are many ways to set-up a planned gift that can help with your end of year tax planning. We hope that this primer on planned giving has encouraged you to consider giving to the Historical Museum at Fort Missoula. If you would like learn more about planned giving to support the mission of the Historical Museum at Fort Missoula (and to save money on your taxes) contact Carrie Nowlen to talk about your options and wishes.
Our Endowment is managed my Missoula Community Foundation. Feel welcome to contact them with any questions.
