Make a Planned Gift

Planned giving is essentially the process of making a decision while a donor is alive to give a charitable gift upon the donor’s passing. Your annual membership and other gifts to MPF are vital to our ongoing prairie conservation work. By establishing a planned gift to MPF, you can also ensure that we can continue our work well into the future. Many types of planned gifts also offer tax benefits to the donor.

MPF has established a number of funds with the Community Foundation of the Ozarks—including a Land Acquisition Fund, a Prairie Stewardship Fund, and a Permanent Endowment Fund. You may wish to direct a planned gift to one of these funds or for a specific purpose, such as to support production of the Missouri Prairie Journal or other educational endeavor.

Below are several ways to make a planned gift to MPF:

Create a charitable gift annuity. By establishing a charitable gift annuity to MPF while you are alive, you will decrease the size of your estate and therefore enjoy tax benefits, and also receive fixed payments for the rest of your life. Charitable gift annuities offer payment rates that are more attractive than many other investments, with the rate amount determined by your age. In addition, you have the satisfaction of knowing that your gift will benefit MPF. The Community Foundation of the Ozarks works with Mutual of Omaha to establish charitable gift annuities.

Put a bequest in your will or trust (cash, specific property, or a share of the residual estate). You will make a gift for MPF’s future that doesn’t affect your cash flow or portfolio now, but will provide an eventual estate tax deduction.

Those wishing to make a bequest to MPF may find the suggested wording helpful:
I bequeath ___% of my residuary estate (or $___) to the Missouri Prairie Foundation, a not-for-profit conservation organization, with its address at P.O. Box 200, Columbia, MO 65205 for its ongoing programs in prairie acquisitions, stewardship, and education.

Name MPF as the beneficiary of your retirement plan, leaving other assets to your family. You will eliminate income tax on your retirement plan assets.

Donate a life insurance policy whose coverage you no longer need. You will increase your ability to make a significant gift to MPF.

MPF strongly recommends that you consult an estate planning professional about the above-mentioned and any other planned giving options you may have in mind. If you have questions about specific MPF funds or MPF projects to support with a planned gift, please contact [email protected] or 888-843-6739.

If you are ready to proceed with establishing a planned gift to MPF through the Community Foundation of the Ozarks, please contact Mr. Brian Fogle, President, Community Foundation of the Ozarks, P.O. Box 8960, Springfield, MO 65801. Phone: 417.864.6199. View an informational video on planned giving with Mr. Bill Putnam, former executive director of the Community Foundation of the Ozarks.