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Create Your Legacy

Planned Giving with MountainTrue

We believe that the work we do today should last for generations. Our Planned Giving Program offers an opportunity for you to align your personal financial goals with your passion for protecting our mountain region.

What is Planned Giving?

Planned giving comes in many shapes and sizes. Whether it is a gift that costs you nothing today or one that provides you with a steady income for life, these contributions are designed to benefit both you and the community we serve.

How You Can Join Us

We encourage you to explore your options and choose what works best for you. MountainTrue’s staff are happy to speak with you to determine which methods may work best. Before making a decision, be sure to speak with a qualified attorney and/or financial advisor to find the best fit for your situation.

MountainTrue Tax ID # is 56-1422691. See our financial reports here.

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There Are Several Simple Ways to Plug in Right Now

By far the most popular, bequests are a provision made in a donor’s will, through which an organization receives cash and/or other assets at the time of the donor’s death. Three common types of bequests are:

  • Specific bequest – Sum of money, % of estate, or specific property(ies) such as real estate, stocks, bonds, jewellery, works of art, or other items
  • Rest and residue of estate – The Charity is given all or a percentage of what remains of the estate after paying debts, taxes, expenses, and other bequests.
  • Contingent bequest – This gift takes place only if the Testator is not survived by certain individuals.

Support MountainTrue directly through your donor-advised fund or make a qualified charitable distribution from your IRA. These gifts can reduce your taxable income while advancing environmental stewardship.

Charitable trusts provide payments to the donor or their designated individual(s), while offering income tax and capital gains benefits to the donor. They come in two main forms, Charitable Remainder Trusts and Charitable Lead Trusts. Within these two types exist a variety of customizations that can meet the donor’s unique needs. While there are many benefits to creating a charitable trust, they perform best with an initial investment of $1 million or more. Charitable Gift Annuities are excellent alternatives for donors who intend to make contributions of less than $1 million. Please be aware that charitable trusts are irrevocable and thus require extensive planning and review.

  • Charitable Remainder Trust – The donor and/or listed beneficiaries receive a fixed or variable income for a set term (life or otherwise). The remaining amount then goes to the charitable organization at the end of the trust’s lifespan.
  • Charitable Lead Trust – The trust provides payments to a nonprofit like MountainTrue for the duration of its lifespan, typically a set number of years. Upon completion, the remaining amount goes to the donor and/or their listed beneficiaries.

A gift of property can come in many forms. This type of gift ranges from tangible items to intangible assets. In the case of tangible personal property, the charity does not assign value to the donation. It is the donor’s responsibility to assess the gift’s value. Generally, we accept these items as long as they can be used in the immediate future or can be sold quickly to support the mission.

  • Real Estate – A donor can deed their property, such as their home, land, and commercial building to MountainTrue. The organization will then sell the property and use the proceeds to support our work. Occasionally, MountainTrue will use the property to fulfill our mission.
  • Personal Property
  • Tangible Personal Property – This type of personal property is often referred to as in-kind giving, or an in-kind donation, and often includes things like cars, machinery, electronics, jewelry, and art. MountainTrue will work with you to determine if the gift is either of value to our work, such as equipment or electronics, or has significant financial value.
  • Intangible Personal Property – This is often property that you own but cannot be held in your hand. Think royalties from a song, book, or film or patents and copyrights.