Continue Giving

Legacy & Planned Giving

Leave a Legacy of Care

A healthy endowment is critical to any organization that depends on private support. Through planned giving, you can make sure that your compassion and caring for the arts lives on, knowing that everyone will have access to contemporary art and our innovative arts programming. That’s our commitment, and we know it’s yours too.

Whether in the form of unrestricted endowment gifts, special purpose funds, or legacy and planned gifts, the Holter has multiple ways for donors to support its endowment. 

  • You can choose an outright gift.
  • You can make a planned gift that might also qualify for the Montana Endowment Tax Credit. (Examples include Charitable Gift Annuities and Charitable Trusts)
  • You can make a testamentary gift by naming the Holter as a beneficiary of your will or living trust.
  • You can make a gift through a donor-advised fund.
  • You can make a gift appreciated securities or real estate and avoid capital gains taxes on those assets. 
  • You can also designate the Holter Museum of Art as the beneficiary of all or a portion of your IRA retirement account and pay no estate tax on that portion. 

The Holter Museum is ready and willing to assist endowment donors in fulfilling their philanthropic dream of supporting contemporary art. When donors leave a gift to the Holter in a will or other estate plans, they are creating a lasting legacy for contemporary art that will inspire tomorrow’s artists and ensure the Holter’s mission for generations to come. 

The Holter Museum has endowment accounts through the Montana Community Foundation and DA Davidson. 

Transforming Hate

Montana Community Foundation: Mitch Carroll, Philanthropy Officer, 406-603-4198, mitch@mtcf.org

Email Kelley Crevier, Development Director, for more information about how to give.

“I give, devise, and bequeath to the Holter Museum of Art Inc. TAX ID 81-0472958, all [or state the fraction or percentage] of the rest, residue and remainder of my estate, both real and personal. The Holter Museum of Art may be contacted at 12 E. Lawrence, Helena, MT 59601 or via telephone at 406-442-6400.”

“I give, devise, and bequeath $_____ to the Holter Museum of Art Inc. TAX ID 81-0472958, all [or state the fraction or percentage] of the rest, residue, and remainder of my estate, both real and personal. The Holter Museum of Art may be contacted at 12 E. Lawrence, Helena, MT 59601 or via telephone at 406-442-6400.”

Please contact your attorney or financial advisor for more details, or call our Development Director, Kelley Crevier, at 406-442-6400 x 102 who can explore options with you.

Other Ways to Give

IRA Rollover Gift

If you’re required to receive minimum distributions from your IRA and this additional income may create a tax burden, consider using these funds as a charitable gift.

• Individuals 70 1/2 years or older can make outright gifts using IRA funds without tax.
• You will not pay income tax on the amount you donate.
• Contact your IRA administrator to make your gift.

Gift of Stock

Your broker can assist you in making a gift of stock via a direct transfer to the Holter Museum of Art.

Giving a gift of publicly traded stock that has increased in value and that you have owned for more than one year may yield better tax benefits than donating cash.

Your charitable income tax deduction is equal to the fair market value of the stock and you avoid paying the capital gains tax on any increase in the current value over the original price paid for the stock.

By transferring stock, you may save on brokerage fees because you are switching ownership rather than selling the stock.

To arrange a gift of stock, you or your broker may contact our Finance Director Jolene King at 406-442-6400 x 106 or by emailing accounting@holtermuseum.org.