Planned Giving

Thank you for your interest in the Greater Yellowstone Coalition and our work to protect the lands, waters, and wildlife of the Greater Yellowstone Ecosystem now, and for future generations. We have an increasing number of supporters who now are benefiting from charitable planned gifts. Below are some options for you to consider as you think about planned giving.

What To Give

Stocks and Bonds
A gift of your securities, including your stocks or bonds, is an easy way for you to make a gift. By making a gift of your appreciated securities, you can avoid paying capital gains tax that would otherwise be due if you sold these assets.

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift. There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Benefits of gifts of stocks and bonds
•    Avoid paying capital gains tax on the sale of appreciated stock
•    Receive a charitable income tax deduction
•    Further our mission today

Real Estate
A gift of your real property (such as your home, vacation property, vacant land, farmland, or ranch or commercial property) can make a great gift. If you own appreciated real property, you can avoid paying capital gains tax by making a gift to the Greater Yellowstone Coalition.

Retirement Assets
A gift of your retirement assets, such as a gift from your IRA, 401k, 403b, pension or other tax deferred plan, is an excellent way to make a gift to help further our mission. If you are like most people, you probably will not use all of your retirement assets during your lifetime. To leave some or all of your retirement assets to the Greater Yellowstone Coalition, you will need to complete a beneficiary designation form provided by your retirement plan custodian.

Benefits of gifts of retirement assets:
•    Avoid potential estate tax on retirement assets
•    Your heirs would avoid income tax on any retirement assets funded on a pre-tax basis
•    Receive potential estate tax savings from an estate tax deduction

Cash
A gift of cash is a simple and easy way for you to make a gift. You will receive a charitable tax deduction that will provide you with savings on this year's tax return.

Insurance
A gift of your life insurance policy is another way to make a gift to us. If your life insurance policy is no longer needed or will no longer benefit your survivors, consider making a gift and help further our mission.


How To Give

By Electronic Transfer
Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to the Greater Yellowstone Coalition.

By Certified Mail
If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

Contact Us

If you have any questions about planned giving, please contact our development department at 406-586-1593 or email gyc@greateryellowstone.org. We would be happy to assist you and answer any questions that you have.