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Hockaday Museum of Art
Legacy Society

A Gift That Endures
As a Legacy Society Member, your gift will strengthen the Museum’s financial stability and provide a bright future for the Hockaday Museum of Art.

A Lasting Legacy

Members of the Legacy Society have one important thing in common.  They all have made a commitment to the future of the Hockaday Museum of Art.

Your Legacy Gift will ensure lasting support for the Hockaday Museum of Art in its mission “to enrich the cultural lives of our community and region, and preserve the artistic legacy of Montana and Glacier National Park.”

The Hockaday Museum of Art has established endowment accounts with the The Montana Community Foundation and the Flathead Community Foundation.

Please consult your financial advisor or call the Foundation of your choice to discuss your Legacy Gift to the Hockaday.

Flathead Community Foundation
406.756.9047
www.flatheadcommunityfoundation.org
Info@flatheadcommunityfoundation.org

The Montana Community Foundation
406.443.8313
www.mtcf.org
info@mtcf.org

 

Notification of Your Gift

Please notify us of your gift so your name can be added to the Legacy Society and you can be recognized for your generous support.

Click on the button to download the Legacy Society notification form. 

Please complete and mail to:

Hockaday Museum of Art
c/o Legacy Society
302 Second Avenue East
Kalispell, Montana  59901

Planning for Your Gift

You are invited to join other supporters of the Hockaday Museum of Art in becoming a member of the Museum’s Legacy Society.

Ensuring your estate is preserved for the organization of your choice requires thoughtful advance planning.  Your financial advisor can help determine which option is best for you.

Options

  • Bequests – restricted or unrestricted, are an easy gift to establish through a will or direct gift.
  • Life Insurance – The Museum can be named as a beneficiary on your policy.
  • IRA or retirement plans can be the source of your gift.
  • Trusts – Your financial advisor can assist in setting up a Charitable Lead Trust or Charitable Remainder Trust.
  • Montana Endowment Tax Credit –  Allows donors to pay less Montana state income taxes when they give a gift to a charitable endowment.  The incentive is 40% of the value of a gift up to $10,000.


Questions & Answers


Why do people give to charity through their estate plans?

Planning an estate gift allows you to accomplish both financial and charitable objectives.  For many people, this may include honoring loved ones, preserving the family name, minimizing taxes and supporting the community.  Bequests to the Hockaday Museum of Art may be exempt from estate taxes.

Who can make a legacy gift?

You may establish a legacy gift in any amount.  Gifts can include IRAs, stocks, bonds, securities, real estate, insurance policies and cash.  Most people are surprised to learn how easy it is to create a lasting legacy.

When should I include the gift in my estate plan?

Anytime!  Please consider a legacy gift anytime you are drafting or changing your will or estate plan.  Your financial or legal advisor can provide guidance related to your specific needs.  You become a Legacy Society Member as soon as you notify the Hockaday Museum of your gift.

Please contact the Executive Director at 406-755-5268 if you have additional questions.

 

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