Planned Giving

Through tax-favored ways of giving, you can make a bigger gift than ever imagined, and help more animals.  By combining charitable giving with your financial and estate planning, you will create a personalized, lasting legacy.  Whatever your personal goals or financial circumstances, you will enjoy the full tax benefits of collaborating with a qualified non-profit organization, like your Heart of the Valley Animal Shelter (HOV).

If you have already made provisions for HOV in your will, we thank you! In an effort to accurately document your intention, celebrate your generosity and keep you informed please complete this form. Information will be kept confidential and does not constitute a binding obligation.

Your gift to the Best Friends Forever Endowment fund will help save lives into the future. The shelter’s Board of Directors established the fund whose principal will remain intact while the fund’s earnings help to secure the shelter’s core operations in perpetuity. 

Discover the tax benefits of endowment giving. 

Thanks to the Montana Endowment Tax Credit (METC) this opportunity offers you a tax credit of 40% of a qualifying planned gift’s federal charitable deduction, up to a maximum of $10,000, per year, per individual.

Are you a business owner? Through METC Montana, businesses receive a credit on taxes owed.  Is it really a tax credit and not a deduction? Yes! Business donors who make a gift to the Best Friends Forever Endowment earn a generous credit that directly reduces their state income tax liability. For businesses (S Corps, partnerships, LLCs and corporations), the credit is calculated at 20% of the value of the gift, up to a maximum of $10,000.

Please consult with your personal legal and/or tax advisors. To learn more contact Marla Caulk at 406-388-9399 ext. 203 or

Securing the future for puppies and kittens is simple.  By including a gift to HOV in your will, you can support their care tomorrow without giving away any of your assets today. 

Another wonderful way to support the animals you care about is to name Heart of the Valley as the beneficiary on your:

  • Retirement Plan Assets
  • Life Insurance Policies
  • Bank Accounts, CDs, or Brokerage Accounts

You simply fill out a form that is entirely separate from your will—which makes this approach another easy way to give.

Want to see tails wagging?  Heart of the Valley can accept gifts of appreciated securities such as stocks, bonds and mutual funds and you may receive a tax benefit.  If you have owned them longer than one year, you pay no capital gains tax and can deduct the full fair market value if you itemize deductions.

Please authorize your broker to transfer stock as follows:

  • Brokerage Firm: DA Davidson

DTC Number: 0361
Name of Account: Heart of the Valley, Inc.
Account Number: 6221-5781


Our contact at DA Davidson is Jim Webster 406-587-5461 or Alex Dabney 800-233-4359.

Always consult with your tax or financial advisers to determine the best charitable giving strategies for you.

For more information please contact Marla Caulk at 406-388-9399 ext. 203 or to discuss how your gift can help people and pets in your community.

On behalf of the thousands of lost and homeless pets that will find homes through the shelter this year, THANK YOU for supporting Heart of the Valley!

Are you required to take your minimum IRA distribution, but you don’t need it?  The animals of your community do! Please consider making a direct transfer of all or part of your distribution to the Heart of the Valley.  Your gift will help lost and homeless animals and you may exclude the amount distributed to HOV from your gross income.