Other Ways to Give
Leaving Tracks Legacy Society
Donors who have made provisions in their will or trust, or who have otherwise included Bear-Paw Regional Greenways in their estate planning, are eligible for membership in the Leaving Tracks Legacy Society.
We are so grateful for your consideration.
Gifts of SecuritiesIf you own appreciated securities, consider donating that stock directly to Bear-Paw. You will receive a charitable deduction for the average value of the stock on the day it is transferred to Bear-Paw, and you will avoid paying any capital gains tax.
If you are considering donating stock, please contact Katrina Amaral, Executive Director, by email or phone. If making an electronic transfer of the stock to Bear-Paw Regional Greenways [Federal Tax ID #04-3340659], our broker information is as follows: Morgan Stanley c/o Bear-Paw Regional Greenways DTC #0015 Account #419033037 
Gifts of Life InsuranceThe most common and simplest way to help Bear-Paw Regional Greenways through a life insurance policy is to name the organization the beneficiary of a life insurance policy you and your family no longer need. There are additional ways to support Bear-Paw through life insurance, depending on the nature of the policy. |
Gifts of Real EstateGifts of Real Estate with Retained Life Interest Real estate such as a personal residence or farm can be donated to Bear-Paw while retaining the use of the property and any income generated by the property for life. Unlike a bequest of real estate, which offers tax advantages only after the donor's death, a gift of real estate with retained life interest allows you to receive a charitable tax deduction in the year the gift is made. 
Gifts That Pay You Lifetime IncomeIt is possible to make an irrevocable gift to charity, or to a charitable trust, and receive lifetime income for yourself (or for you and your spouse or partner). Then, after the beneficiaries have passed away, the remaining funds are directed for charitable purposes. There are several ways of structuring these kind of gifts. If you would like to discuss your situation and see if it would make sense to set up a life-income gift to benefit Bear-Paw, please contact Katrina Amaral, Executive Director, by email or phone. |
Gifts of Retirement Assets
If you are 72 years or older, you are required to withdraw funds from your retirement accounts each year- what is called the Required Minimum Distribution. These withdrawals trigger income tax. But what if you don not need those funds? If you would rather not declare the income, and you would like to make a difference in the community, there is a solution!
You can direct the custodian of your IRA account to contribute up to $100,000 to Bear-Paw Regional Greenways as a "Qualified Charitable Contribution." The funds will go immediately to help the vital work of Bear-Paw, and you will not have to declare those funds as taxable income.
If you are reviewing your estate plans, consider leaving all or part of your retirement assets to Bear-Paw Regional Greenways and other charitable organizations. If you hold traditional qualified IRAs, 401(k)s, or other retirement assets where the income tax was deferred, your heirs will be responsible for paying income tax after they inherit those funds. You would do well to discuss with your advisors how to leave your heirs different assets that are not subject to income taxation, while designating Bear-Paw as the beneficiary for a percentage of your retirement funds.
As a charitable organization, Bear-Paw Regional Greenways would not have to pay taxes on tax-deferred retirement funds. All of your assets would go to work for the people and causes you care about the most.
You can direct the custodian of your IRA account to contribute up to $100,000 to Bear-Paw Regional Greenways as a "Qualified Charitable Contribution." The funds will go immediately to help the vital work of Bear-Paw, and you will not have to declare those funds as taxable income.
If you are reviewing your estate plans, consider leaving all or part of your retirement assets to Bear-Paw Regional Greenways and other charitable organizations. If you hold traditional qualified IRAs, 401(k)s, or other retirement assets where the income tax was deferred, your heirs will be responsible for paying income tax after they inherit those funds. You would do well to discuss with your advisors how to leave your heirs different assets that are not subject to income taxation, while designating Bear-Paw as the beneficiary for a percentage of your retirement funds.
As a charitable organization, Bear-Paw Regional Greenways would not have to pay taxes on tax-deferred retirement funds. All of your assets would go to work for the people and causes you care about the most.
Donor-Advised Fund Gifts
Our supporters frequently recommend gifts to Bear-Paw from their donor advised funds. Thank you for that!
But did you know that you can ask your donor-advised fund sponsoring organization to transfer the balance of your donor-advised funds to charity at the end of your life? You may want to designate percentages for one or more charities you care deeply about. If so, please consider designating Bear-Paw Regional Greenways!
But did you know that you can ask your donor-advised fund sponsoring organization to transfer the balance of your donor-advised funds to charity at the end of your life? You may want to designate percentages for one or more charities you care deeply about. If so, please consider designating Bear-Paw Regional Greenways!