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Office of Gift Planning
MSU Alumni Foundation

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

Tel: (406) 994-2053
Toll Free: (800) 457-1696
Fax: (406) 994-6081
plannedgiving@montana.edu

President & CEO

Michael Stevenson

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Donor Stories

Gift Examples

  • Capital Gains Tax Bypassed
    Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities.
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  • Tax-Free Sale
    Howard and Lynn were age 55 when they purchased some land outside of town, and they thought it would be a good investment that they could later sell.
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  • The Retirement Unitrust
    Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland.
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  • Property Turns Into Income
    Miranda lived in the family home where she and her husband had raised their children. After her husband passed, Miranda found it increasingly difficult to care for her home.
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  • Flexible Deferred Gift Annuity
    Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially.
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  • Part Gift and Part Sale
    Susan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake.
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