Montana State University Foundation - Mountains and Minds
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Contact Us
MSU Foundation
Office of Gift Planning
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
plannedgiving@montana.edu


Estate Taxes: Information
for Uncertain Times
Gift Planning can help you and your family meet a wide variety of financial goals including estate planning, tax planning, and providing for future generations, all while making a difference at Montana State University - in many cases, at levels you never dreamed possible!

Thanks to the foresight of many, planned gifts have provided MSU with over $50 million in support in just over 20 years impacting every corner of campus, including:
  • Lysle Wood Distinguished Professorship in Engineering (Read about Dr. Lysle Wood)
  • Hoback Scholarship Endowment in Nursing
  • Keith & Olive Ario Athletics Endowment
  • Rene Jones Lock Agriculture Scholarship
  • Collins Support for Critical Needs (Read about 'Cap' Collins)
...and numerous scholarships, programs, and initiatives - each created through bequests, trusts, gift annuities, and other planned gifts. Still others have made plans to support MSU in the future, including David Kem ('67, CivE) and Edith Sanks. To learn their reasons for giving back, click here.

Remember - it's not the size of the gift that matters but rather the story behind it, the legacy it creates, and the difference it makes for MSU. So start creating your legacy now - make plans to make a difference later.
  • Wondering where to start? Click here to discover your options.
  • Considering MSU in your plans? Click here to contact us to learn more.
  • Already included MSU in your plans? Click here to let us know so we can show our appreciation.



SUPPORT MONTANA STATE UNIVERSITY THROUGH YOUR ESTATE PLAN!


Bequest in Will/Trust: "I hereby bequeath (amount, percent of estate, description of property, etc.) to the Montana State University Foundation, Inc. in Bozeman, Montana (Tax ID #81-6001649) to support Montana State University." If your support is for a particular purpose, college, or program, include this as well.

Beneficiary Designation (insurance, retirement assets, investment/bank accounts, etc.): On a beneficiary designation form, assign all or a portion of the asset to the "Montana State University Foundation, Inc. in Bozeman, Montana (Tax ID #81-6001649) to support Montana State University."

Contact Us! If you've provided for MSU in your plans, we want to know about it so we can properly thank you, include you in the Legacy Circle, and ensure that your wishes are carried out according to plan. You may request that your future gift remain confidential.


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