Endowments & Bequests: Create Your Legacy
It’s a pretty safe bet that…
... there will always be pets in the Valley of the Flowers, and some of them will end up lost or abandoned
As long as there are people in the Madison and Gallatin Valleys, there will be pets. Animals have an important place in our Montana lives.
... Heart of the Valley will be here to take care of homeless pets
We will always need to shelter homeless animals, and we are committed to our mission to be both a no-kill shelter and an open door facility. Here at Heart of the Valley, we are planning to be here for the long haul. Our doors will be open to all dogs, cats and rabbits; we’ll be providing the medical and shelter care every animal needs; and we’ll be committed to finding homes for every adoptable animal. We’ll still be here promoting adoption, teaching responsible pet ownership, counseling on animal behavior issues, preventing pet overpopulation, and servicing the Madison and Gallatin valleys and surrounding areas.
... the help they need most is yours
On behalf of 2,500 animals each year, Heart of the Valley reaches out to ask for the kindness and generosity of people—people who love animals, people who value community, people like you.
Now, you can make a gift that really will keep on giving forever.
Help to build the Best Friends Forever (BFF) Endowment Fund
Heart of the Valley’s Board of Directors has established a qualified endowment fund whose principal will remain intact while the fund’s earnings will help to secure the shelter’s core operations in perpetuity.
- Take care of the animals forever
Be a Forever Guardian Angel. Every gift—or combined gifts—of $7,000 generates enough interest income to care for one animal per year, from now until forever. As the endowment fund grows over time, it will help to make sure that all the lost and homeless pets in our community will receive the compassionate care they need and deserve. Donate now.
- Permanent naming opportunities
Create a permanent legacy with a named space or program at the shelter, or establish a permanent named fund to recognize a special person or pet, that you and your loved ones can grow over time. Commemorative stones are available to recognize memorial giving in the Our Beloved Friends Memorial Garden. List of naming opportunities coming soon!
- Discover the tax benefits of endowment giving
Thanks to the Montana Tax Credit for Endowed Philanthropy, both businesses and individual donors may be eligible for a tax credit of up to $10,000 taken off the bottom line of their Montana income tax. Please talk with your tax advisor. Click here to request detailed information.
- Include Heart of the Valley in Your Will
Remember the animals with a bequest to Heart of the Valley, just as you remember the people and pets that have made a difference in your life. You may be surprised at the size of gift you’re able to make through your estate. Please talk to your estate planner. Click here for suggested bequest language.
- Consider a planned gift
By making a planned gift, through an instrument such as a charitable trust or annuity, you may be able to make a far more sizeable gift than you imagine. Planned gifts carry significant tax advantages to the donor, allowing you to direct funds that would otherwise go to taxes, to be used for the benefit of the shelter animals instead. Click here to request detailed information.
