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A Giving Story...
Mildred Bennett mailed a $1 bill in a recycled envelope to Greater Gallatin United Way annually. Several years ago we received two, $1 bills and a note that said, "I had a little more to share." Mildred passed in 2012. Today, her children and grandchildren honor her memory through an annual gift on Mildred’s birthday. We miss Mildred’s annual donation, but her legacy lives on. Today, each of her grandchildren honor her memory with an annual donation.
Give a Memorial, Honorarium or Pay Tribute to Someone - Select this option online or call 406.587.2194. We will acknowledge your gift with a letter to the family or individual you wish to remember or honor.
Gift by Mail - Make checks payable to "Greater Gallatin United Way" and mail to: Greater Gallatin United Way, 945 Technology Blvd., Suite 101F, Bozeman, MT 59718
Gift by Phone - Call 406.587.2194 and make a gift using a credit card or request "Bill Me."
Gift of Stocks, Bonds or Securities - Realize enhanced tax savings by making your gift of stocks or securities. When donating securities, it is important to keep in mind whether they have increased or decreased in value over time. If the value of the securities has increased, consider donating them directly to the organization rather than selling them and donating the cash. Securities that you have owned for more than a year can be tax deductible at their full fair market value, not at the original cost. In addition, this also allows you to bypass capital gains taxes that you would owe if you sold the securities. If the value of your securities has decreased over time, you may want to sell them and then donate all or part of the proceeds. You will receive the tax deduction for the amount of the charitable gift as well as creating a loss that you may also be able to claim. If your securities are held at a brokerage firm, contact your broker in writing and request a transfer of securities to the Greater Gallatin United Way. Call 406.587.2194
Planned Gift - Planned giving enables donors to make larger gifts than they could afford to make directly. Some planned gifts provide a life-long income to the donor, others use estate and tax planning techniques to provide for charity and other heirs in ways that maximize the gift and/or minimize its impact on the donor's estate. Planned gifts may produce significant tax savings. They often help a donor avoid or stretch out payment of capital gains taxes, earn federal and state income tax deductions, and reduce the size of the donor’s estate. What is a Charitable Endowment Tax Credit?
Planned gifts include naming GGUW in your will or trust; naming GGUW as beneficiary in life insurance policy; designating GGUW as beneficiary of a retirement plan, IRA or 401(k); establishing a Charitable Gift Annuity, Remainder Trust or Lead Trust; or starting tax-free distributions from an IRA.
For more information call 406.587.2194 or email.