Legacy Gifts

We can change the world by working together.

Legacy Gifts improve lives today and tomorrow.

Thank you for your interest in Greater Gallatin United Way and for taking the time to explore the benefits of gift planning. Making a legacy gift allows you to participate in solving our communities' most pressing emerging issues — needs we can't even anticipate today. With thoughtful planning, you have the power to leave a legacy through your estate, guaranteeing United Way's future investments in the community.

A Planned or Estate Gift 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?

Types of Planned Gifts:

  • Include GGUW in your will or trust
  • Name GGUW as a beneficiary in a life insurance policy
  • Designate GGUW as a beneficiary of a retirement plan, IRA, or 401(k)
  • Establish a Charitable Gift Annuity, Remainder Trust, or Lead Trust
  • Start tax-free distributions from an IRA

For more information, contact Danica Jamison, President/CEO, 406.587.2194.

The legal name to use in gift-planning transactions is Greater Gallatin United Way, Inc. Our Federal Tax ID number is 81-0384820.


Creating your legacy is easier than ever.

One of the most powerful ways to advance Southwest Montana for the common good is to include the Greater Gallatin United Way in your will. 

To make this process easier than ever, we’ve partnered with FreeWill to allow all of our supporters the opportunity to write their legally valid wills online for free. In less than 20 minutes, you will have a will that is valid in all 50 states.

If you have a more complicated estate, FreeWill can be used to create a set of documented wishes to bring to a lawyer’s office and save time and money. 

Secure your legacy with Greater Gallatin United Way and write your will today


Gifts from your IRA

Are you 70 ½ or older with a traditional IRA? If so, you may be eligible to make a tax-free gift from your IRA called a Qualified Charitable Distribution (QCD)! QCDs are always tax-free, regardless of whether or not you itemize deductions on your tax return. 

To make your tax-free gift in just a few minutes, use our free online tool.  It is a simple process.  Fill out the information online, print the form at the end, and follow the instructions to mail to your IRA custodian. 

This tool doesn’t ask for sensitive information like account numbers or social security information for your peace of mind.