Gifts of Assets and Legacy Giving

It’s easy to get stuck thinking about fundraising in terms of cash contributions that support an organization’s daily operations. While outright contributions of cash or stock are essential to supporting your organization’s programs, gifts of assets represent an alternate avenue for your donors to make gifts to your organization that are both larger and “lower cost” than they might have thought possible. Additionally, deferred legacy gifts offer a route to underwriting your organization’s efforts long into the future.

In this workshop, we will survey several of the less-common but “easy-to-give” types of assets that you can help your donors identify as a way for them to maximize their giving to your organization. Further, we will discuss the opportunities represented by legacy giving (such as bequests) and how to start legacy-giving discussions with your donors.

Topics to be discussed:

• Qualified Charitable Distributions
• Pay On Death and Transfer On Death Designations
• Gifts of Life Insurance
• Gifts of Appreciated Assets
• Bequests

This workshop is free to MNC members and $25 per person for non-members. We hope to see you there (via Zoom!)

In his role as Philanthropy Officer at Montana Community foundation, Mitch Carroll helps donors and nonprofit organizations fulfill their philanthropic goals and charitable missions while helping Montana communities flourish. Before joining the team at MCF, he spent seven years as Development Officer for the Archie Bray Foundation in Helena. He also fulfilled a life dream of working for a year as a craft baker. Mitch has a bachelor’s degree in Spanish Language and Literature from the University of Montana. He is originally from Clancy, Montana, and now lives in Helena with his wife, Lindsey. One of his favorite things about Montana is the small talk that makes everyone feel like a neighbor.