Legacy Montana brings nonprofit organizations together to inspire you to remember the charitable organizations you value in your will or trust.

In the years ahead, over $10 trillion nationally will pass from this generation to the next.  In this transfer of wealth, charitable considerations could ensure that the gifts which have strengthened our local communities can be at work long into the future.

Nonprofits are vital to the strength of our community – providing food, shelter, medical attention; improving economic conditions; nurturing a healthy environment; entertaining, enriching, educating; giving joy, love and hope.  You may regularly volunteer or give to nonprofits.  By leaving a gift in your will or trust, you ensure that your work for a better community can continue through others.

In Montana, a tax credit is available for certain gifts to qualified endowments. Please ask your financial or legal advisor about other tax benefits of planned giving.

Legacy Montana – we are here to provide you with some basic information about making charitable gifts through your will or trust, and to connect you to our nonprofit members and community resources to further your charitable estate planning.  Give us a call at 406-239-7655 to learn more.