Investments
Stocks, bonds, IRA distributions, and other assets are a powerful investment in the future of parks, trails, open space, and working lands in Montana.
Invest in Our Future
Gifts of stock, bonds, mutual funds, and IRA distributions benefit Prickly Pear Land Trust’s work. Your gift is exempt from capital gains tax, and you can claim the full amount on your income tax return. Prickly Pear Land Trust can work directly with your broker or advisor to facilitate your gift.
Charitable Gift Annuities
In exchange for a gift of cash, securities, or real estate, Prickly Pear Land Trust can pay you or your beneficiary an annuity. The annuity can be immediate or deferred and can provide substantial income and estate tax benefits.
IRA Distribution
The Individual Retirement Account Qualified Charitable Distribution allows you to make a direct distribution from your IRA account to support Prickly Pear Land Trust. If you are 70½ or older, you may transfer up to $100,000 from your IRA directly to Prickly Pear Land Trust. These gifts are not taxable and qualify toward your required minimum distribution at age 72 or greater.
IRA Distribution Requirements
This information is not intended as financial or legal advice. Please consult with your personal tax advisor.
- You must be 70 ½ years or older at the time of the distribution from your IRA to qualify.
- At age 72 or greater, your gift distribution qualifies toward your required minimum distribution.
- Your total non-taxable yearly distribution to one or more qualified 501(c)(3) charities, including Prickly Pear Land Trust, is limited to $100,000 annually.
- You must contact your IRA plan administrator and request they distribute the rollover amount directly to PPLT. Ask your plan administrator to include your name and address so we can thank you.
- The check issued from your IRA must be made payable to Prickly Pear Land Trust.
You may also mail your unendorsed certificate(s) and stock power in separate envelopes and by registered mail to:
Prickly Pear Land Trust
Rachel Rountree, Associate Director
40 W. Lawrence, Suite A
Helena, MT 59601
You or your broker must provide Prickly Pear Land Trust with the following information:
- Donor’s name and complete address
- Name and number of securities transferred
Impact Report
Big land. Big sky. Big impact.
In the last five years, Prickly Pear Land Trust permanently protected 15,840 acres, created two community parks, signed three trail easements, and launched a transformative outdoor education program.
Read all about it in our 2024-2024 Impact Report. Coming soon!
Latest News
Test Press Release
Birdseye Ranch is Vital to the Military and Conservation
- Prickly Pear Land Trust acquired Birdseye Ranch with funding from the Army’s REPI program. PPLT will manage the ranch for grazing, seasonal public access, and wildlife.
Creek Restorations Bring People and Wildlife Together
- Turning Sevenmile Creek into an amazing place for people to learn about nature, to be curious, and to find peace and solace.
