Give for the future
Partner with the Seeley Lake Community Foundation and leave a lasting impact in the community you care about. Please consider a gift through your will or estate plan. If you already have, please let us know so we can thank you!
“The Burgess family has been in Placid Lake since 1943. The town of Seeley Lake has been our “go to” place for supplies and conviviality since the days of the Merc, Roveros, Freshours and Coyles and we claim it as our second hometown. When the Community Foundation idea was new my husband Jack and I checked it out. We saw the pressing needs in this community. We would encourage others to feel the same.”
— Donna Burgess, Legacy Society Member
The Seeley Lake Community Foundation Legacy Society
What’s your Seeley Lake Legacy?
The Seeley Lake Community Foundation Legacy Society was created to give recognition to those individuals who have included the us in their estate plans and provisions, leaving a legacy to protect and strengthen the Seeley Lake community. Your gift can remain anonymous or you can become an acting member of the Legacy Society and become an inspiration for others who would like to look towards the future and how they too can have an enduring impact on our community. Examples of ways you can plan your gift to the Foundation:
Bequest by will
Charitable gift annuity
Private foundation alternatives
If you would like more information, please contact one of our board members to discuss your interest in making a planned gift to the Seeley Lake Community Foundation.
Montana Charitable Endowment Tax Credit
What if there was a way to get up to a $10,000 credit on your Montana State income taxes while benefiting your community?
Originally enacted in 1997, this tax credit encourages charitable giving by offering incentives to Montana taxpayers. It expires December 31, 2019.
The Montana Endowment Tax Credit allows donors to pay less in Montana state income taxes when they give a qualifying planned gift to a qualified Montana charitable endowment like the Seeley Lake Community Foundation’s permanent endowment fund.
Endowments are funds maintained in perpetuity, that grow with each new gift, generating income to meet a wide range of community interests and needs for years to come. Investment income is distributed as grants to local charitable or public organizations. Endowments are established to help Montanans meet long-term needs in our communities for education, social services, health care, economic development, the arts and more.
Individual Planned Gift: Individuals who make a planned gift to a qualified Montana endowment fund will receive a Montana tax credit of 40% of their gift, with a maximum credit of $10,000 ($20,000 for joint filers).
Business/Corporation Outright Gift: Businesses and corporations that make a direct gift to a qualified Montana endowment fund will receive a tax credit of 20% of their gift, with a maximum credit of $10,000. [Applies to corporations, small business corporations, partnership or limited liability company taxpayers.]
Please contact us to learn more about this great opportunity to help this place you love!
Donor Advised Grants
The Donor Advised Grant program allows philanthropically-minded individuals, families, or organizations to establish donor-advised funds, providing a means for giving to the community issues and causes you care about most. A donor-advised fund is tax-deductible in the year in which it was made, and additional contributions can be made at a later date. Donor-advised funds are maintained in a separate account and the Foundation takes care of all investing, bookkeeping, and reporting for you. The donor can recommend disbursements at any time to a qualified charity of their choice. Please contact us if you are interested in establishing a Donor Advised Grant program for the charity of your choice.