Legacy Giving

future giving

Consider some other ways to support Great Falls Rescue Mission, such as including us in your will or making a gift of real estate.

Cash Gifts:

Cash gifts are always needed and appreciated in the continuous work of Great Falls Rescue Mission. To send by mail: Great Falls Rescue Mission, P.O. Box 129, Great Falls, MT 59403. To deliver in person: Great Falls Rescue Mission Administration Office, 408 2nd Ave S, East Entrance, Great Falls, MT 59405.

 

Memorial or In Honor Gifts:

To honor your loved one (no amount will be mentioned). A card can be sent to the family (of a deceased loved one) or to the honoree (for a living tribute) if requested and the address is provided.

 

Property Deed, Stocks and Securities:

Either an outright deed of a home or income property, a deed with retention of a life interest, or stocks, bonds or other securities.

 

Last Will and Testament:

Naming Great Falls Rescue Mission as beneficiary in a will or living trust helps to provide lasting support for women, children and men.

Great Falls Rescue Mission Endowment Fund:

Take advantage of the Montana Endowment Tax Credit (METC). It offers you a credit of 40% of a qualifying planned gift’s charitable deduction, up to a maximum of $10,000, per year, per individual. It also allows a credit of 20% of a gift’s federal charitable deduction for a direct gift by a qualified business up to a maximum of $10,00 per year.

 

The state of Montana considers certain types of “planned gifts” from individuals such as charitable gift annuities, deferred charitable gift annuities, charitable trusts, and gifts of paid-up life insurance to be donations that qualify for the METC.

 

Charitable Remainder Trust:

Naming Great Falls Rescue Mission as beneficiary can provide income to the donor for years and also help the homeless.

 

Life Insurance and Retirement Plan:

This includes policies and funds which name Great Falls Rescue Mission as beneficiary. Premiums are tax deductible when the Mission is named as the policy owner.

Charitable Gift Annuities:

A charitable gift annuity is a contract between a donor and a charity. A donor gives cash or other property (i.e. stocks, bonds, mutual funds or real estate) to a charity in exchange for the charity’s promise to pay the donor (annuitant) a lifetime annuity. With an immediate payment, the charity begins the payments within the year after the gift. With a deferred payment, the charity begins payments at a future date assigned.

 

Immediate and deferred payments charitable gift annuities contain two components:

  1. Lifetime income paid to the donor beginning immediately or at a designated date in the future.
  2. A gift to the charity upon the donor’s death or when the donor decides to cancel the gift annuity and gift future payments to the charity.

 

Charitable gift annuities are the most common type of gift that is eligible for the Montana Endowment Tax Credit (METC). The METC is 40% of the charitable portion of a planned gift, up to $10,000 for an individual filing a Montana income tax return; $20,000 for those filing jointly.

Great Falls Rescue Mission is a 501(c)(3) organization and has a qualified permanent endowment fund established, which is the first criterion for an individual or couple making a planned gift to qualify for the METC. The second criterion for a gift by an individual or couple to be eligible for the METC, is the contribution must be irrevocable and in the form of a planned gift.

More questions?

Please call Carrie Matter, Development Director at (406) 761-2653

 Stay Connected

Get updates on how your support changes lives, upcoming events, and how you can get involved.