Montana Trout Unlimited accepts gifts of stock, bonds, or mutual fund shares. To set up your gift contact Development Director Kelley Willett at (406) 317-5442 or email [email protected].

Through a bequest in your will or living trust, you can ensure that Montana’s coldwater fisheries are conserved, protected, and restored long into the future, and maintain the flexibility to change your will or trust in the event that life circumstances change.

Recommended bequest language:

“I give, devise and bequeath (Choose “all (or percent) of the remainder or residue of my estate” OR “the sum of X dollars”) to Montana Council of Trout Unlimited, a tax-exempt public charity located at P.O. Box 7186, Missoula, MT 59807 for its unrestricted uses and purposes.”

To restrict your gift to a specific use or purpose by MTU, or to establish a bequest for an endowment, please contact Kelley Willett at (406) 317-5442 or email [email protected]. 

Next steps:

1. Contact Kelley Willett at (406) 317-5442 or [email protected] for additional information on bequests or to discuss the different options for including MTU in your will or estate plan.
2. Seek the advice of your financial or legal advisor.
3. If you include MTU in your plans, please use our legal name and federal tax ID:

Legal Name: Montana Council of Trout Unlimited

Address: P.O. Box 7186, Missoula, MT 59807

Federal Tax ID Number: 23-7355289

Donating your IRA or other retirement plan assets to charity can be a tax-smart estate planning strategy, and it is simple to do. In some situations, it can mean more funds to charities and heirs alike. If you are 70 ½ years old or older you can contribute up to $100,000 from your IRA directly to a charity and avoid paying income taxes on the distribution. As part of an estate plan, charitable donations of retirement assets can minimize the amount of income taxes imposed on both your individual heirs and your estate. 

Next steps:

1. Contact Kelley Willett at (406) 317-5442 or [email protected] for additional information on a gift from your IRA or retirement plan, or to discuss the different options for including MTU in your estate plan.
2. Contact the administrator of your retirement plan for a change-of-beneficiary form or simply download the form from your provider’s website
3. Provide our legal name (Montana Trout Unlimited) on the form and enter the percentage (1 to 100) you would like American Prairie to receive. You may need to include our address or federal tax ID number:

Legal Name: Montana Trout Unlimited

Address: P.O. Box 7186, Missoula, MT 59807

Federal Tax ID Number: 23-7355289

Return the completed form to your plan administrator.