McLaughlin Research Institute scientists and staff are dedicated to creating better healthcare for you and your family. In order to continue this important work and further expand our research, we rely on private support.
MRI has a planned giving program that will help you save taxes, increase spendable income, and support important biomedical research focused on neurodegenerative diseases such as Alzheimer’s and Parkinson’s.
Donors are urged to consult their own tax and financial advisors before making gift commitments. All contributions are tax deductible to the full extent allowed by law.
Make gifts payable to McLaughlin Research Institute. (Tax ID # 81-0459235)
To make a gift or gift commitment through the mail, please download and complete the donation form, sign it, and mail to MRI at 1520 23rd Street South, Great Falls, MT 59405.
For more information please contact Lisa B. Flowers, PhD – Development Officer at 406-454-6009 or lflowers@mri.montana.edu
Annual Giving
Cash or Pledge of Cash: Cash gifts make up the majority of contributions made to MRI. Donors may also choose to make commitments over a period of time. For gifts up to $1000, that period is usually one year (July 1-June 30). For larger gifts, stretching payments over multiple years can increase the size of your gift and extend its tax advantages.
Stocks and Bonds: Appreciated stocks and bonds are simple and tax-effective gifts. The full market value can be deducted for appreciated securities held longer than one year, and no capital gains tax is paid.
Memorial and Honor Gifts: You can make a special tribute to a loved one by supporting McLaughlin’s research. When you give a memorial or honor gift, you may choose to remain anonymous, or be recognized in our annual report and by a special card to the family. (We do not publicize the amount of the gift.)
Planned Giving
Bequest: Substantial contributions to McLaughlin are best made through a will. Creating a new will, adding a codicil to an existing will, or including McLaughlin in your revocable trust are all considered bequests.
Real Estate: Real estate, which can be used for either an outright or a planned gift, offers favorable tax benefits as well. Real estate gifts are reviewed by a committee of the Board of Directors.
Charitable Remainder Trust: By placing assets in a charitable trust, you or your designated beneficiary can enjoy lifetime income from the trust and tax benefits at the same time. Upon termination of the trust, the principle is retained by McLaughlin.
Charitable Gift Annuity: In exchange for a gift of cash, marketable securities, or in some cases, real estate, MRI will contractually guarantee to pay you and/or your beneficiary a specified annuity. The annuity can be immediate or deferred and can provide substantial income and estate tax benefits.
Charitable Lead Trust: A charitable lead trust provides for a gift of an income interest to MRI from assets placed in the trust for a specified term. Upon termination of the trust, the property reverts to you or to a non-charitable beneficiary you designate.
Retained Life Estate: While giving your home or farm to MRI, you may continue to live in the residence throughout your lifetime or for an agreed-upon term.
Life Insurance: Donating a paid-up policy qualifies as a charitable tax deduction equal to the “replacement” value or the cost basis, whichever is less. Donating an ongoing policy qualifies as a tax deduction at its present value, and the perpetual premium payments are also tax deductible. *Donations should be made to McLaughlin Research Institute for Biomedical Sciences.
