Section Navigation

Bequest Language

UNRESTRICTED SPECIFIC BEQUEST (cash):

"I give, devise, and bequeath the sum of ________ dollars [$____ ] to the Montana State University Foundation, Inc., a tax-exempt public charity located at 1501 South 11th Avenue, Bozeman, Montana 59717, for its unrestricted uses and purposes."

UNRESTRICTED SPECIFIC BEQUEST (non-real estate property, such as securities or tangible personal property):

"I give, devise, and bequeath [description of the property] to the Montana State University Foundation, Inc., a tax exempt public charity located at 1501 South 11th Avenue, Bozeman, Montana 59717, for its unrestricted use and purpose."

UNRESTRICTED SPECIFIC BEQUEST (real estate):

"I give, devise, and bequeath all of my right, title, and interest in real property located at ____________ [include the address of your property or append the exact legal description] to the Montana State University Foundation, Inc., a tax-exempt public charity located at 1501 South 11th Avenue, Bozeman, Montana 59717, for its unrestricted uses and purposes."

SHARE OR ENTIRE RESIDUE OF ESTATE:

"I give, devise, and bequeath [Choose “all” or “ ___%”] of the remainder or residue of my estate to the Montana State University Foundation, Inc., a tax-exempt public charity located at 1501 South 11th Avenue, Bozeman, Montana 59717, for its unrestricted uses and purposes.”

RESTRICTED SPECIFIC BEQUEST (cash or other):

To restrict your gift to a particular use or purpose at MSU, select one of the bequest language types above. Rather than using “for its unrestricted uses or purposes,” add a new sentence as follows: “This gift shall be used for [choose “College of ______,” “Department of _______ ,” “the _______ Program,” or another specific use or purpose] or its successor." (Note: please contact our office at (406) 994-7099 so that we can help you structure the appropriate wording to meet your goals.)

BEQUEST FOR AN ENDOWMENT:

To create an endowment at the MSU Alumni Foundation through your will or living trust, please contact our office at (406) 994-7099 so that we can help you structure the appropriate wording to meet your goals.

DEFERRED GIFT AGREEMENT:

The MSU Alumni Foundation offers a free service to help you draft a deferred gift agreement, which is a complementary document to your will or living trust that outlines preferences, requirements, and terms for the use of your gift. It will provide extra clarity around your wishes. This document can be amended at your request, outside of your will. Please contact us to learn more.