Leave your legacy

You can create a lasting legacy for Montana by making a planned gift to Montana Conservation Voters or the MCV Education Fund.

Gifts Through your Will or Trust

A gift made through a will or living trust is simple to arrange. All it takes is a straightforward provision or amendment, prepared by your attorney when you create or update your will or trust.  These types of gifts are flexible, easy to set up, and can be adjusted to fit your changing life circumstances.

Here are the most common ways to give through wills and trusts:

• Make a gift of a specific amount.
• Contribute a percentage of your estate.
• Donate the remainder, or residue, of your estate to Montana Conservation Voters or the MCV Education Fund —meaning what remains after all other gifts to family and loved ones are satisfied.

Note: This is not legal advice. State laws vary. To plan a charitable gift through your will or living trust, consult with your attorney.

Gifts by Beneficiary Designation

Ensure your support for Montana Conservation Voters or the MCV Education Fund continues for years to come by naming us as a beneficiary of your retirement account, life insurance policy, bank account, or other assets. This process doesn’t require an estate plan or lawyer, and you can update your beneficiaries at any time.

Making this type of gift is easy and only takes three simple steps:

1. Contact your retirement plan administrator, insurance company, bank, or financial institution to request  a change-of-beneficiary form.
2. Decide what percentage (anywhere from 1% to 100%) you’d like to allocate to us and include our name  along with your chosen percentage on the form.
3. Return the completed form to your plan administrator, insurance company, bank or financial institution.

Sample Bequest Language

To add Montana Conservation Voters or the MCV Education Fund to your will, share this with your attorney or financial planner:

“I hereby give and bequeath (dollar amount or a percentage of my estate to (Montana Conservation Voters, Tax ID 81-0521030, OR Montana Conservation Voters Education Fund, Tax ID 81-0525336), located at 432 N Last Chance Gulch, Ste J, Helena, MT 59601 to be used for its general purposes.”

Because Montana Conservation Voters is a 501(c)(4) organization engaged in electoral activities, contributions to MCV are not tax-deductible.

The MCV Education Fund is a 501(c)(3) organization and contributions  are tax-deductible.

Contact Us

We understand how important it is to speak with someone personally when making important financial decisions. If you’d like to discuss a legacy gift for Montana Conservation Voters or the MCV Education Fund, feel free to reach out to me directly.

Jessica Lillie at jessica@mtvoters.org or (406)-530-5105