Planned Giving

Planned Giving

Planned gifts may offer the best way to maximize a donation while at the same time addressing personal and family concerns. Such gifts are important to the long-term future of the Montana Natural History Center (MNHC) and may be made as an alternative to or in conjunction with an outright gift.

Stocks and Securities. We accept stocks and securities through Wells Fargo Advisors, LLC (Jim Royan, AVP, Investment Officer, 406.721.4510). Please contact Thurston Elfstrom, Executive Director of MNHC, at 406.327.0405 ext. 202 for our DTC and account number.

Bequests. A gift of cash or property through a will or living trust continues a donor’s tradition of giving.

Life Insurance. With MNHC named owner and beneficiary of a new or existing insurance policy, MNHC gains support and the donor normally may claim a charitable deduction.

Charitable Lead Trusts. A donor places assets in trust, assigning the income to MNHC for a term of years. When the trust ends, the assets revert to the donor or another heir. A lead trust is often used to reduce estate and gift taxes.

Gift of Remainder Interest in Personal Residence. A donor can receive income tax and estate tax benefits by making a charitable gift of a personal residence or farm, even though the donor keeps the right to life enjoyment. A life estate may be retained for one or more lives, or for a term of years.

If you have any questions concerning planned giving opportunities please contact Thurston Elfstrom, Executive Director of the Montana Natural History Center, at 406.327.0405, ext. 202.