Beneficiary

Beneficiary

Our Legacy Giving Program helps you learn how to take care of yourself, your family, and your community by naming the Park County Community Foundation as the charitable beneficiary of specified assets. Anyone can leave a legacy and at any level.

Such assets can include:

  • Life insurance policies

  • IRAs and other retirement accounts

  • Donor-advised funds (allowable for some DAFs, but not all)

  • Bank accounts (through a payable-on-death or POD designation)

  • Stock and mutual fund shares (through a transfer-on-death or TOD designation)

  • Real estate

  • Vehicle or boat

We’ll help guide you.

Step 1: Make a list of the assets that you have and choose the ones that you would like to leave for a charitable cause.

Step 2: Fill out a Change of Beneficiary or TOD or POD form, naming Park County Community Foundation Federal Tax ID:  #20-5581763 as the beneficiary or recipient.

Step 3: You retain control of these assets during your lifetime and then the assets transfer upon your passing.

Step 4: We would love the opportunity to thank you and welcome you into the Legacy Giving Program. Please let us know about your generosity.

Start A Conversation

Connect with our Philanthropy Director

We can assist by setting up a fund to support a particular organization or cause. The Park County Community Foundation receives your donation, handles tax receipts, and processes payments to disburse the funds back into the community.

Resources

Montana State University’s Extension Office provides the following information brochures to help with your Legacy Giving: