Make a Better Future
Please consider donating to the Stock Farm Greater Ravalli Foundation this year. The goal of The Foundation is to assist and unite Ravalli County, its students and their families to change the face of the Valley for generations to come from Florence to Victor, Stevensville, Hamilton, Corvallis and Darby. The Foundation would not exist without Stock Farm members who contribute 98% of its funding. Funding which provides support and growth for public education, awards of 30 to 40 scholarships every year to graduating high school seniors, and sustenance programs for food and warm clothing. Make a difference this year to create a better future for Ravalli County with your contribution using any number of donation programs including charitable trusts; fill out a pledge card; or through PayPal.
Ways to Donate
If you want to make a difference this year, please make a financial donation.
You can donate directly through PayPal
You can also donate by downloading and printing a pledge card then mailing it to the address on the card.
Charitable Remainder Trust
When you transfer assets to a charitable remainder trust, 100% of the proceeds can be reinvested to support your loved ones and our mission. By transferring assets to the trust, you will receive income for yourself and/or your chosen beneficiaries for life or a period of up to 20 years. The income amount may be greater than what the assets currently yield. Many donors choose a rate between five to seven percent. At the end of the trust term, the remaining balance goes to The Foundation.
In Montana, there are two basic types of charitable remainder trusts. See below to help determine which one fits your needs.
Charitable Remainder
Annuity Trust
A trust from which you receive fixed income for a life or a term of years. Best for those older than 70 seeking to make a substantial gift and receive a higher income for a short period of time. Fund with cash or securities, typically $100,000 or more.
Benefits
- Fixed income
- Income tax deduction
- No up-front capital gains tax on transfer of assets
- Significant gift to use in the future
Charitable Remainder
Unitrust
A trust from which you receive variable income (based on the trust’s value each year) for life or a term of years. Best for those older than 55 seeking to make a substantial gift. Funded with cash, securities or other assets, typically $100,000 or more.
Benefits
- Variable income
- Income tax deduction
- No up-front capital gains tax on transfer of assets
- Allows additional gifts
- Significant gift to use in the future
The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult your attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. Reference to estate and income taxes apply to Federal taxes only. State income/estate taxes or state law may impact your results.