Planned giving, also known as gift planning, deferred giving, or legacy giving, is a thoughtful, enduring way to empower survivors by funding Haven’s programs. You’ll be making a difference for years to come.
“We wanted to give Haven a substantial gift to their capital campaign. Our financial advisor and accountant advised us that given our tax situation donating property would be a win-win for both Haven and us. We deeded the property to Haven through a title company. The process was simple, and we were able to make a big contribution to our community.”
- Anonymous donor
Think about designating a gift or portion of your estate to the Haven endowment. A gift that will cost you nothing during your lifetime, a charitable bequest is a simple way to make sure that Haven is here for survivors for years to come.
Sample bequest language: I give to Haven, a nonprofit corporation currently located at 132 Pond Row, Bozeman, MT 59718, (written amount or percentage of the estate of description of property) for unrestricted use and purpose.
Consider giving Haven real estate. A gift of real estate helps us continue our work for years to come and helps you as well. When you give Haven appreciated property you have held longer than one year, you qualify for a federal income tax charitable deduction. You avoid paying capital gains and no longer have to deal with the property’s maintenance costs, property taxes or insurance. You may deed the property directly to Haven, or give it to us in your will or trust.
If you are 72 years or older, you can take advantage of a simple way to benefit Haven and receive tax benefits in return. You can give up to $100,000 from your IRA directly to a qualified charity such as ours without having to pay income taxes on the money.
Want to support Haven even after your lifetime? It is easy to do with a beneficiary designation. Just name Haven as a beneficiary to receive assets such as retirement plans and life insurance policies after you’re gone.
When you are looking for ways to help the causes you care about, you shouldn’t feel like you are choosing between your philanthropic goals and financial security. One gift that allows you to support Haven’s mission while receiving fixed payments for life is a charitable gift annuity. Not only does this gift provide you with regular payments AND allow us to further our work, but when you create a charitable gift annuity you can receive a variety of tax benefits. This includes a federal income tax charitable deduction and a Montana Endowment Tax Credit equal to 40 percent of the charitable value of your gift!
The Montana Endowment Tax Credit (METC) was established in 1997 to encourage individuals, businesses and organizations to make lasting investments in their communities. This opportunity offers you a credit of 40 percent of a qualifying planned gift’s federal charitable deduction, up to a maximum of $10,000, per year, per individual, or $20,000 per year for couples filing jointly. It also allows a credit of 20 percent of a gift’s federal charitable deduction for a direct gift by a qualified business up to a maximum of $10,000 per year.
We would love to welcome you as a member of Haven’s Legacy Society. Notifying Haven of your intent allows us to plan for the future and to honor your wishes through your estate gift. Please see the “Get in touch” section below. We look forward to hearing from you. Thank you!
Please complete this form if you would like to request a planned giving informational packet and/or discuss how supporting Haven through planned giving may look for you personally. Thank you!
Help make a difference. Support survivors in need. Change our community for the better.
Do you have a donor-advised fund? Click the link below to donate from your DAF today!
