Planned Giving Home

MSU Foundation
1501 South 11th Avenue
P.O. Box 172750
Bozeman, MT 59717-2750

Tel: (406) 994-2053
Fax: (406) 994-6081
Toll Free: (800) 457-1696

Ensuring a Future of Excellence for Montana State University!

Welcome to the planned giving website for the Montana State University Foundation - your source for creative and comprehensive gift planning information. Many friends and alumni of Montana State Unviersity have benefitted from the variety of giving opportunities planned giving provides. From bequests to life income gifts and many options in between, there is a gift plan perfectly suited to you.

Our purpose is to serve you by helping you achieve your philanthropic goals while meeting the needs of you, your family, and Montana State University both now and in the future. Together, we can ensure a future of excellence for Montana State University.

Gifts to Benefit You, Your Family and Montana State University

Many people don't know that charitable giving can create more than just a "good feeling." Through thoughtful planning, our staff can help you create gift plans that result in increased income, generous tax savings, and financial security for you and your loved ones. The stories below illustrate some of the possibilities of how you can do well while doing good.

Bequests for Scholarships
Joe and Anna have been faithful supporters of Montana State University over the years. They have visited the campus many times and have fond memories of those visits. Both of them strongly believe that it is important to support and encourage young people. More on Bequests for Scholarships >>.

Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.

Double My CD Return
Valerie is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit, but she has seen her income decline. More on Double My CD Return >>.

Capital Gains Tax Bypassed
Peter and Gail Williamson were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. More on Capital Gains Tax Bypassed >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Melanie Bury Schell
Assistant Vice President for
Gift Planning & Counsel

Thanks very much for visiting us! I would be very pleased to help you. Simply email me at your convenience.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact plannedgiving@montana.edu.

If you are a professional advisor, you may take the following steps on this site.

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