Remembering Teller with a bequest from your estate will help sustain our wildlife habitat and conservation education mission for years to come.
A bequest is a gift from your estate—a transfer of cash, securities, or other property made through your estate plans. You can make a bequest to the Teller Wildlife Refuge by including language in your will or trust, that leaves a portion of your estate to Teller, or by designating the Teller Wildlife Refuge as a beneficiary of your retirement account or life insurance policy.
Advantages of creating a bequest include:
- A bequest costs nothing now, yet gives you the satisfaction of knowing you have helped conserve 1,200 acres in the heart of the Bitterroot Valley and provided for future conservation and education opportunities.
- A bequest can be made for a specific amount, for a percentage of your estate, or for all or a portion of what is left after you have made bequests to your family.
- You retain control of and use of your assets during your lifetime.
- You may modify your bequest if your circumstances change.
- Gifts to the Teller Wildlife Refuge from your estate are exempt from federal estate taxes.
- By letting the Teller Wildlife Refuge know of your plans, we will be able to thank you now and recognize you as a member of our Stewardship Society.
MAKING A BEQUEST
There are several ways to make a gift to the Teller Wildlife Refuge from your estate. You can sign a new will or trust instrument, add a codicil to your present will, or make an amendment to your present trust instrument. You can also designate the Teller Wildlife Refuge as a beneficiary of a retirement plan or life insurance policy. To do so, contact your retirement plan administrator or life insurance company, and complete the appropriate beneficiary designation form.
We suggest that all estate planning donations and bequests be restricted to the Teller Endowment Fund. If the donor restricts these or other gifts to the Teller Endowment Fund, they will be merged with investment assets of the Teller Wildlife Refuge to generate income to support our mission of inspiring, educating and demonstrating conservation in action.
LET US THANK YOU
If you have included the Teller Wildlife Refuge in your estate plans, please let us know. We would like to thank you for your generosity, make sure the purpose of your gift is understood, and recognize you as a member of the Teller Wildlife Refuge’s Stewardship Society. To join or to learn more about the Stewardship Society including sample bequest language and an estate planning worksheet with a list of documents to provide to your attorney, please contact us at: (406) 961-3507 or send an email to firstname.lastname@example.org