When you include Backcountry Hunters & Anglers in your estate plans or as an investment beneficiary, you have the opportunity to make a transformative impact on the legacy of our wild public lands, waters and wildlife. Including BHA in your will, trust, retirement account, or life insurance policy is one of the easiest and most significant ways you can ensure a promising future for the next generation of hunters, anglers, and conservation leaders.
GIFTS THROUGH WILLS AND LIVING TRUSTS
Bequests and assets from trusts directed to BHA to support our inspiring work can be truly transformative. Simply include language in your estate plans that reflects a percentage of your assets or specific amount to be directed to BHA.
SAMPLE LANGUAGE FOR GIFTS AND LIVING WILLS
- Residual Gift: “All the residue of my estate, including real and personal property, I give to Backcountry Hunters & Anglers, located in Missoula, Montana.”
- A Percentage of the Estate: “I give to Backcountry Hunters & Anglers, located in Missoula, Montana, ______ percent of my estate.”
- A Fixed Amount of Money or a Designated Property: “I give to Backcountry Hunters & Anglers, located in Missoula, Montana, $_________ (or describe the real or personal property, including legal description or exact location).”
RETIREMENT PLAN BENEFICIARY
Donors can name FFI as a beneficiary of IRAs, 401ks, 403bs, and similar types of retirement accounts, and offer some of the most tax-advantaged and transformational ways to support FFI". In fact, gifts from retirement funds to nonprofits represent one of the most mutually beneficial giving options that can ease tax burdens on non-spousal retirement fund beneficiaries.
REQUIRED MINIMUM DISTRIBUTIONS
One of the fastest growing ways donors can make charitable contributions to the cause of their choice, leverage existing financial assets, and avoid tax liabilities is through a required minimum distribution (RMD). RMDs, also known as a Qualified Charitable Distribution, allow donors 70 ½ years or older to give to BHA directly from an employer-sponsored retirement plan, traditional Individual Retirement Account (IRA), or a Simplified Employee Pension plan.
All or part of an RMD directed from the IRA to an eligible charitable organization is tax-free and can be easily directed to BHA through a variety of options. Donors interested in looking at these excellent options for making gifts to FFI should simply call their account managers. RMD gifts must come from IRAs and not 401k or 403b funds. Fortunately, however, donors may transfer 401k and 403b funds to an IRA and then make RMD or QCD gifts accordingly.
PLANNED GIFT ESSENTIALS
Legal Name: Backcountry Hunters & Anglers.
Tax ID#: 20-1037177
Address: 725 W. Alder St., Suite 11, Missoula, MT 59802