Planned Giving


	You can include Montana’s Parrot and Exotic Bird Sanctuary and enhance your future financial interests by making a planned gift. These gifts are an important source of support for us and may come in the form of cash or other assets in any amount you choose. These can be either outright or deferred gifts and can be made in a variety of ways depending on your needs. A financial advisor or our Executive Director can help you determine the best way for you or your family to include Montana’s Parrot and Exotic Bird Sanctuary in your financial planning to ensure our continued success in rescuing unwanted or abused parrots and rehabilitating them for their forever homes. Gifts by Will A will is the easiest and most effective way that you help to provide for your family and to ensure that your assets are distributed as you wish. Gifts by will, or bequests, both large and small, are important to MPEBS. Life Income Gifts There are many ways to make a gift of cash, securities or other assets to MPEBS and retain life income for yourself, spouse and/or others with the remaining amount donated to MPEBS at the death of the last beneficiary. Such gifts provide sustained income and tax deductions. It’s important to remember that when appreciated assets are used, taxes on gains may be avoided. Retirement Plans Naming MPEBS as a beneficiary for funds in a retirement plan can be easy. The person or financial institution handling your IRA, other retirement plan or 401(k) account can assist you. Appreciated Securities Gifts of stocks, bonds and mutual funds make especially attractive contributions and may offer you capital gains tax incentives when they have been held long term. In addition, amounts up to 30 percent of your adjusted gross income may be deducted for the year the gift is made; any excess can be deducted over the next five years. Securities may be transferred directly to MPEBS by your broker. For transfer information, please contact our Executive Director. Real Estate or Property Another way to avoid or delay capital gains tax is through a gift of real estate that has been held long term. A tax deduction for the fair market value of the property is also permitted equal to up to 30 percent of your adjusted gross income. Donors are asked to complete a Real Property Disclosure Checklist before this gift can be accepted by MPEBS.

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