Roberts Legacy Society

The Roberts Community Foundation invites you to join our Legacy Society. The Roberts Legacy Society allows us to recognize and thank you now for a charitable gift that will support your local community, long into the future-beyond your lifetime. Through our partnership with the Montana Community Foundation, we can offer you an opportunity to shape your legacy through a planned gift as well as reducing your current state tax burden.

Our history reflects our dedicated and sound financial stewardship that has supported programs enhancing the Roberts community for many years. You can trust that your gift will be used in a wise and positive manner. Many gifts work well as charitable vehicles in your estate plan, each offering unique advantages and tax benefits. Naming RCF as a beneficiary in your will, life insurance, retirement funds, or a charitable trust are just some examples. For immediate rewards you can also consult with our estate planning professionals regarding the Montana Endowment tax credit.

One quarter of a million dollars has been granted to the Roberts School and community through the generosity of our 300+ donors over the last two decades. A gift to RCF benefits a wide range of activities and projects in the community. For example, gifts from four individuals allowed us to furnish the new school library and provided 1,000 books.

In the next quarter we plan on contracting our donors and will extend an opportunity to join the Legacy Society. Please contact us if you are considering or have already set aside a gift and wish to join our society. No fees for joining just the undying gratitude of your community!

Click here to view the brochure.

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