Planned Giving
Be a part of Medora’s legacy
The Theodore Roosevelt Medora Foundation was established in 1986 by Harold and Sheila Schafer: a family who saw something bigger than themselves in this unique little town. Thanks to their vision, millions of families have discovered Medora—and thousands among them have created family traditions that we believe will last for generations.
The future of Medora depends on the continued support of special people who, like the Schafers before them, recognize the potential that this town holds for history, education, and entertainment. By planning a gift to the TR Medora Foundation, you can ensure those family traditions are preserved—while reaping the benefits of a wide variety of tax incentives.
Many ways to give a lasting tribute.
Your gift will help us connect people to Medora for positive, life-changing experiences—forever.
Bequest
Provision made in a donor’s will, which directs cash or other assets to a charitable organization at the time of the donor’s death.
Real Property
Outright gift of property, Life Estate Contract or Bargain Sale.
IRA Plan Designations
Name a charitable organization as the beneficiary of retirement assets or an IRA Rollover. Donors over 70+ may transfer the required minimum distribution to a charitable organization without paying income tax.
Charitable gift annuity
A contract between a donor and charity. The donor gives the charity a gift of, typically, not less than $10,000, and the donor will receive a specified amount of income periodically for the duration of his or her life.
Personal property
Tangible, such as personal belongings—or intangible, such as oil mineral rights.
Life insurance policies
Transfer ownership of a policy or create a new policy with a charitable organization as the beneficiary.
Trusts
A charitable remainder trust and charitable lead trust.
Outright gift of securities
The transfer of stocks to TRMF will help avoid capital gain taxes.
This information is not intended as tax, legal, or financial advice. Gift results may vary. Consult your personal financial advisor for information specific to your situation.
Security for the future—for your family and ours.
Talk to our Development Team about making a gift that will support the Theodore Roosevelt Medora Foundation and leave a lasting legacy.
Contribute to—or establish—a stable, growing fund to support the longevity of the people, places, and guests of TRMF for the next 100 years and beyond.
North Dakota taxpayers may receive an income tax credit of up to 40% of your contribution—and federal tax incentives exist for charitable gift planning too.
Make Your Plans Now
One of the greatest gifts you can give to your family is a well-prepared will and estate. If you’d like to discuss leaving a legacy with the Theodore Roosevelt Medora Foundation, contact our Development Team at 701-223-4800 to chat or set up a meeting.
You can also reach us using the form below.