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WAYS
TO MAKE A PLANNED GIFT
Described below are some of the ways to make a planned gift
to Montana Public Radio. You will want to discuss your plans
with your family and your financial advisor. A Planned Giving
Specialist from the University of Montana Foundation is also
available to assist you in determining what type of planned
gift would be best for you.
Stocks - Marketable securities
held long term are a good way to make gifts to Montana Public
Radio. Such gifts of appreciated property can be designated
for our annual operating needs or can be added to the Montana
Public Radio permanent endowment. Gifts of stock also create
an immediate income tax deduction for you based on their current
value. And, because there is no capital gains tax when you
make the gift, you save on taxes twice.
Real Estate - Real estate,
which can be used for either an outright or planned gift,
can offer favorable tax benefits. Real estate gifts are reviewed
by a committee of the University of Montana Foundation Board
of Trustees to assure they will be a usable asset for Montana
Public Radio.
Bequests - A gift of cash
or property made through a will or living trust continues
your tradition of giving to Montana Public Radio.
Charitable Remainder Trusts
- By placing assets in a charitable trust, you or your designated
beneficiary can enjoy lifetime income from the trust and tax
benefits at the same time. Upon termination of the trust the
remainder goes to Montana Public Radio.
Charitable Gift Annuities
- In exchange for a gift of cash, marketable securities or—in
some cases—real estate, the Foundation will contractually
guarantee to pay you and/or your beneficiary a specified annuity.
The annuity can be immediate or deferred and can provide substantial
income and estate tax benefits.
Charitable Lead Trusts
- A charitable lead trust provides for a gift of interest
income to Montana Public Radio from property placed in the
trust for a specified period of time, after which the property
reverts to you or a non-charitable beneficiary you designate.
Retained Life Estate -
While giving your home or farm to Montana Public Radio, you
may continue to live in the residence throughout your lifetime
or for an agreed-upon time.
Life Insurance - Name
Montana Public Radio as owner and beneficiary of a paid-up
insurance policy and you receive a charitable deduction.
To discuss these or other options for outright or planned
gifts to Montana Public Radio, contact Kay Wilson, Development
Director at 800-325-1565 or 406-243-4214. Montana Public Radio
participates in building awareness about planned giving through
the Leave A Legacy campaign.
Logo Link to Leavealegacy.org |
