Including Yellowstone Forever in your estate plans is a simple way to create a lasting investment that will help preserve Yellowstone National Park forever. Gifts from your estate, retirement assets, investment accounts, will, donor-advised fund, and more can be used to protect Yellowstone for future generations. For more information on how to invest in the future of Yellowstone, please contact [email protected] or 406-848-2400 (ext.1) to learn about your options.
The Old Faithful Society honors those who include Yellowstone Forever in their estate plans. Members of the Old Faithful Society are Yellowstone Supporters who are dedicated to supporting Yellowstone beyond their lifetime.
Secure your own family’s assets while ensuring the continuation of our work for Yellowstone National Park by making a planned gift to Yellowstone Forever. A planned gift is a simple and flexible way to meet your estate and financial goals while providing an ongoing commitment to Yellowstone for generations to come.
For more information about gift & estate planning, please contact [email protected] or 406-848-2400 (ext.1).
Including Yellowstone Forever is your will or living trust, you can make a lasting impact on Yellowstone without affecting your income during your lifetime. You have the option to leave a specific amount, a percentage of your estate, or the remaining balance after other beneficiaries have received their distributions.
An alternative to a bequest gift is to designate Yellowstone Forever as the beneficiary of your retirement assets. This method is as simple as filling out a new beneficiary form from your retirement plan administrator. Gifts from your IRA 401(k) or other financial accounts can be gifted. Yellowstone Forever will receive the assets tax-free and you are still able to withdraw from your account and modify beneficiaries if the needs of your family change during your lifetime.
Through a donor-advised fund, you can allocate money or assets for future donations, receive an immediate tax deduction, and then have the freedom to choose how the resources are distributed. Contact us at [email protected] or 406-848-2400 (ext.1) to learn how distributions from your DAF can support Yellowstone for generations to come.
To use your life insurance policy to make a gift, complete and return to the insurance company a form designating that Yellowstone Forever receives all or a portion of the benefit associated with your life insurance policy. You may also transfer ownership of the policy, which will result in an immediate income tax charitable deduction and potential tax savings in the year you make the gift.
To direct all or a portion of what remains in a checking or savings account to Yellowstone Forever, you can fill out the appropriate beneficiary designation form provided by your bank.
You can direct your investment company to transfer to Yellowstone Forever some or all investments held in your account. Please check with your broker or agent to find out more about the process of doing this.
Don’t see the type of gift you would like to make, reach out to discuss all your options. To learn more about gift and estate planning, please contact [email protected] or 406-848-2400 (ext.1).
