Planned Giving

Leaving a Legacy

Planned gifts provide a way to make meaningful future gifts while generating income, immediate tax savings and other benefits today. Wills, life insurance policies, retirement accounts and other planning vehicles can offer special ways to leave a lasting legacy to Missoula Aging Services.

In Montana, a tax credit is also available for certain gifts to qualified endowments. Missoula Aging Services established an endowment in April of 2007. As of June 30, 2012, the fund has raised and earned a total accumulation of $458,239 and will help ensure a sustainable future for the agency’s programs and services. The funds are actively managed with decisions guided by investment and spending policies under the authority of the Governing Board of Directors.

Please visit with your legal or financial advisor about tax benefits of planned giving or contact the Missoula Aging Services Development Director. Email us here

Join Our Legacy Society

Bequests

The simplest way to leave a planned gift to Missoula Aging Services is through your will or trust. Click here for sample language to use when making a gift by will or living trust.

Other Planned Giving Options

There are a number of other ways to make planned gifts that provide you or your loved ones with increased income, current and future tax savings, and other benefits. Click here to learn more.

Video About Planned Giving in Montana

Dr. Marsha Goetting of the MSU Extension Office presents a fast-paced, easy-to-understand webinar about planned giving in Montana. You will learn the answers to questions you never knew you needed to ask! Click on the video below to watch.

Estate Planning for Everybody with Marsha Goetting

Estate Planning for Everybody with Marsha Goetting

Legacy Donor

Olga Berger receiving the Senior of the Year Award in 1993 from then Governor Marc Racicot.

Olga Berger receiving the Senior of the Year Award in 1993 from then Governor Marc Racicot.

Legacy Montana

Missoula Aging Services is a proud member of Legacy Montana, a group of more than 50 nonprofit organizations working together to inspire people to remember their favorite nonprofit in their will or trust. Learn more at www.legacymontana.com.

Olga Berger

Olga Berger was a dedicated RSVP volunteer who loved her volunteer work. She began volunteering in the late 1980’s at the Smoke Jumper Visitor Center and was nominated by the smokejumpers for the Missoula County Senior of the Year award in 1993 and won.

Olga Berger passed away in October 2010 at the age of 101. In her will, Olga included a generous donation to Missoula Aging Services’ RSVP program. Her gift could not have arrived at a more opportune time. Just weeks before receiving her donation, Missoula Aging Services was notified that all RSVP programs nationwide would suffer a 20 percent reduction in funds because of Federal spending cuts.

Olga’s gift left more of a legacy than she probably ever imagined. It came at the exact time in which the program needed it most. In addition to Missoula Aging Services, two other local nonprofits received similar gifts from Olga’s estate.

Olga’s niece, Ellen Spalding, wrote us the following note after Olga’s passing: “Auntie was a private person regarding her finances but as her estate administrator, it was a real joy to me that she could help so many organizations.”