• Including the Gallatin River Task Force in your will through a bequest is an easy option to extend your charitable giving. You can give to the Task Force through a specific dollar amount or on a percent basis. Contact your estate planning attorney to explore options of how to incorporate the Gallatin River Task Force into your will. More information about how bequests work can be found here.
• To include the Gallatin River Task Force in in your will please use the following language:
  • “I give to the Gallatin River Task Force, PO Box 160513, Big Sky, MT 5916, _________ (enter dollar or % here) for unrestricted charitable use”

Since money in a retirement account (like a 401(k)) is considered taxable income to individual beneficiaries after life, some people choose to list an organization or donor advised fund to provide some tax relief. To do this request a change of beneficiary form from your retirement account holder and contact Gallatin River Task Force Director of Development, Isabella Vendramin.

A charitable gift annuity is a contract between the Task Force and a donor to pay a fixed dollar amount for the lifetime of one or more individuals. The contract is issued in exchange for a contribution, and the remainder of that contribution stays with the charity at the completion of the contract. Annuities take many forms and are customizable through tools such as deferred start dates and the addition of up to two annuitants. Charitable gift annuities with the Task Force are administered in partnership with a local community foundation (One Valley Community Foundation, Montana Community Foundation, etc.)

Donor Advised Funds (DAF) are a popular option for individuals interested in maximizing their charitable giving because of the “Give Grow Grant” model. Contribute money to a DAF and receive immediate tax benefits before investing your money and eventually distributing to charitable organizations of your choice. Speak with your financial advisor about setting up a DAF and learn more here.

Interested in donating money currently held in stocks? You can avoid the capital gains tax and simplify the process by directly donating your stock holdings to the Gallatin River Task Force. This can lead to up to 24% savings depending on where you live. Contact Gallatin River Task Force Director of Development, Isabella Vendramin to explore this option.

If you are over the age of 70½ you can give up to $108,000 per year to charitable organizations to satisfy your mandatory distribution and avoid additional income tax burden. Contact your plan administrator or financial advisor to explore how to give using this option. More general information about giving through an IRA can be found here.

Did you know you can give to the Task Force through PayPal? Donate through our PayPal Donation Portal and set up a one-time or recurring donation.

Live in Montana? Think of the Task Force the next time you go to register your vehicle by purchasing a Friend of the Gallatin license plate and rep the river. $30 of your registration goes back to us to support our work!