Legacy Giving

Naming Forward Montana (FMT) as a beneficiary on your will, retirement account, or life insurance policy is a simple and powerful avenue to support the vital work of our organization. 

 

Will

Gifts by will are an important source of support and creates great flexibility to use funds where they are needed most. 

Donors may leave FMT a stated dollar amount, a percentage of the residual estate ((what remains after gifts to loved ones and expenses have been paid), or a specific asset, such as securities or other marketable property. 

How to name FMF in your will

Legal Name: Forward Montana 

Address: PO BOX 2817, Missoula, MT 59806

Federal Tax ID #: 13-4285849

Sample Language: 

“I give and bequeath to Forward Montana, PO BOX 2817, Missoula, MT 59806 [the sum of __________ Dollars ($____)] [ _______ % of the rest, residue and remainder of my estate], to be used for its general charitable purposes.”

 

Individual Retirement Account Or Life Insurance Policy

Beneficiary designation gifts pass directly to FMT without going through the probate process and go right to work to help us engage and educate young Montanans across the state. 

Donors may name FMT as a beneficiary of all or a specified percentage of their IRA, 401(k), 403(b), or other retirement plan. 

Individuals who inherit retirement plan assets are usually required to pay income tax on them, so they’re often considered among the best assets to leave to charity.

How to name FMT as a beneficiary on your retirement accounts

Ask your retirement plan administrator or financial institution for a change of beneficiary form.

Please list us as:

Legal Name: Forward Montana

Address: PO BOX 2817, Missoula, MT 59806

Federal Tax ID #: 13-4285849

 

Other ways to name FMT as a beneficiary

Bank and investment accounts & commercial annuities

You can leave a legacy by naming FMT as a Transfer-on-Death (TOD) or Payable-on-Death (POD) beneficiary on a bank or investment account, or a commercial annuity. Check with your financial institution to see if this option is available to you.

 

Notify FMF of your gift

Please let us know when you’ve made a beneficiary designation of FMT so that we can thank you for your generous and thoughtful gift. 

To learn more or notify us of your gift, please contact Terry Bradley, Development Manager, at 406-542-VOTE or terry@forwardmontana.org