Leaving a Legacy of Conservation

It takes all of us to keep MLR’s promise of enduring protection of agricultural lands, fish and wildlife habitat, and open space for generations to come. MLR’s work would not be possible without those who have included MLR in their overall financial and estate plans through planned gifts, such as bequests, gifts of real and personal property, gift annuities, charitable trusts, life estate gifts, and more. You can leave a lasting legacy of conservation with a gift of any size or type—often carrying a greater impact than you thought possible.
Many types of planned gifts also qualify you for membership in the Forever Montana Society. The Forever Montana Society pays tribute to those who have helped MLR create an enduring legacy of conservation, and offers special membership benefits.

Provide lasting conservation through planned giving, which enables donors to support the work of the Montana Land Reliance (MLR) while providing themselves with financial benefits.

Your planned gift may:

  • Reduce your income tax and capital gains liability
  • Provide useful gift tax and estate tax reductions
  • Provide an income stream for yourself and others

MLR’s gift planning staff welcomes the opportunity to work with advisors of clients who are considering planning a gift to MLR. We are happy to provide further information or to offer our fully confidential expertise and assistance in finding the best fit for a gift that matches the donor’s financial, philanthropic, and estate planning objectives. One of the best ways MLR can thank its generous supporters is to ensure their gift is structured so as to make the maximum possible impact for conservation, while ensuring donors receive the full tax benefits to which they are entitled.

Some commonly requested information is below. Please do not hesitate to reach out to MLR to start a conversation about how we can help during the gift planning process.