Legacy Society

About our Legacy Society

Giving that lasts a lifetime and beyond:  The Daly Mansion Legacy Society

How do you give a gift that lasts forever?

Planned Giving is a simple way to give - for lasting impact.  Planned gifts to the Daly Mansion are secured in our Endowment Fund, which provides permanent annual income for the Mansion.  Those who have committed to listing the Mansion as a beneficiary of their IRA, or in their will or estate plan, are included in the Mansion's Legacy Society.  

There are ways to give during your lifetime that may provide income to you or others for a period of time before the Mansion may use your gift.  Life Income gifts include: Charitable Gift Annuities, Charitable Remainer Unitrusts, and Charitable Remainder Annuity Trusts, among others.  Talk with your financial planner about leaving a Legacy Gift. 

Have you already designated the Mansion in your will or estate plan?  Let us know and we will be pleased to list you as a Legacy Society Member!  Legacy Society Members are invited to a Fall Meeting at the Mansion for a special "insiders" look at the Mansion and our strategic direction. 

For questions on giving to the Endowment Fund or on Planned Giving, please contact Elizabeth Ettenger, Director of Philanthropy - 406.363.6004.  ext. 3#

Daly Mansion Preservation Trust is a 501(c)3 nonprofit organization.  Tax ID#: 81-0446899

Did you Know?

In Montana, your gift to the Daly Mansion Endowment Fund may qualify you for the Montnan Endowment Tax Credit.  Find out more about this program here.