Naming Forward Montana Foundation (FMF) as a beneficiary on your will, retirement account, or life insurance policy is a simple and powerful avenue to support the vital work of our organization.
Will
Gifts by will are an important source of support and creates great flexibility to use funds where they are needed most.
Donors may leave FMF a stated dollar amount, a percentage of the residual estate ((what remains after gifts to loved ones and expenses have been paid), stock , or a specific asset, such as securities or other marketable property.
How to name FMF in your will
Legal Name: Forward Montana Foundation
Address: PO BOX 2817, Missoula, MT 59806
Federal Tax ID #: 26-2075145
Sample Language:
“I give and bequeath to Forward Montana Foundation, PO BOX 2817, Missoula, MT 59806 [the sum of __________ Dollars ($____)] [ _______ % of the rest, residue and remainder of my estate], to be used for its general charitable purposes.”
Individual Retirement Account Or Life Insurance Policy
Beneficiary designation gifts pass directly to FMF without going through the probate process and go right to work to help us engage and educate young Montanans across the state.
Donors may name FMF as a beneficiary of all or a specified percentage of their IRA, 401(k), 403(b), or other retirement plan.
Individuals who inherit retirement plan assets are usually required to pay income tax on them, so they’re often considered among the best assets to leave to charity.
How to name FMF as a beneficiary on your retirement accounts
Ask your retirement plan administrator or financial institution for a change of beneficiary form.
Please list us as:
Legal Name: Forward Montana Foundation
Address: PO BOX 2817, Missoula, MT 59806
Federal Tax ID #: 26-2075145
Other ways to name FMF as a beneficiary
Bank and investment accounts & commercial annuities
You can leave a legacy by naming FMF as a Transfer-on-Death (TOD) or Payable-on-Death (POD) beneficiary on a bank or investment account, or a commercial annuity. Check with your financial institution to see if this option is available to you.
Gifts of Stock
FMF also accepts gifts in the form of stock. If you would like to leave a gift in this form, please contact us today to obtain our account information.
Notify FMF of your gift
Please let us know when you’ve made a beneficiary designation of FMF so that we can thank you for your generous and thoughtful gift.