The need has never been greater for freedom-loving people to support the ACLU of Montana. Your gift to the ACLU of Montana Foundation will help protect our cherished liberties.
- Support lobbying efforts
- Made by joining the ACLU or providing an additional Union gift
- Not tax-deductible
- Support the bulk of our programmatic budget, including litigation, public education, and policy advocacy.
There are many ways to give to the ACLU of Montana Foundation:
One Time Gift:
Send check payable to ACLU of Montana Foundation to: ACLU of Montana, PO Box 1317, Helena, MT 59624
Monthly gifts are a much-appreciated source of ongoing support. Support the ACLU in the most efficient way possible with a monthly donation of $25, $20, or $10 or any amount of your choosing. You can arrange a monthly gift, drawn directly from your credit card, by following this link.
You may change the amount of your monthly gift or discontinue it at any time.
Gift of Stock
Why make a gift of stock?
One of the most advantageous ways to contribute to the ACLU of Montana Foundation is via a gift of stock, or other securities, such as bonds or mutual funds. The total value of your gift is tax-deductible provided it has been held for at least one year, and there is no obligation to pay any capital gains tax on the appreciated value. The gift is fully deductible as of the date it arrives in our account.
To learn more about how to give the ACLU of Montana Foundation a stock gift, please contact Kileen Marshall at firstname.lastname@example.org or 406-443-8590.
Make a Gift Through Your IRA
The IRA Charitable Rollover was made permanent for 2015 and beyond through a provision of the “Protecting Americans from Tax Hikes Act of 2015”.
This allows people age 70½ or older to make direct transfers up to $100,000 per year to charitable organizations from their Individual Retirement Accounts, without the withdrawal being treated as taxable income.
- From which accounts can I make transfers? Transfers must come from your Individual Retirement Account(s) directly to the ACLU Foundation. The Charitable Rollover does not apply to 401(k), 403(b), or other retirement plans.
- To which organizations can I make gifts? You may make gifts to tax-exempt, 501(c)(3) organizations, including the ACLU Foundation.
- How do I make an IRA Charitable Rollover? Contact the financial institution that holds your IRA about how to instruct them to make a direct charitable transfer. You may instruct them to make a distribution to American Civil Liberties Union of Montana Foundation, PO Box 1317, Helena, MT 59624, Tax ID #81-04453399 . Please also notify us so we can properly acknowledge your gift.
What are the tax implications?
- Federal — The transfer is not recognized as a taxable withdrawal from your IRA, and does not afford you an income tax charitable deduction. The withdrawal can be counted toward your “required minimum distribution”.
- State — Tax laws vary by state. Some states have a state income tax and will include the transfer as income. Of those, some will allow for a state income tax charitable deduction and others will not. Other states base their state income tax on the federal income or federal tax paid.
- Can I use the rollover to fund life-income gifts (charitable gift annuities, charitable remainder trusts, or pooled income funds), supporting organizations, or a private foundation? No, these are not eligible.
There are many ways that you can make a gift through your will or living trust. You may find one of the arrangements that best fits your estate planning goals here