Section Navigation

Turn Your Generosity Into Lifetime Income

Charitable Gift Annuities

MSUWhen you are looking for ways to help Montana State University with our mission, you shouldn't feel like you are choosing between your philanthropic goals and financial security. One gift that allows you to support MSU's work while receiving fixed payments for life is a charitable gift annuity.

Not only does this gift provide you with regular payments and allow us to further our work, but when you create a charitable gift annuity with Montana State University you can receive a variety of tax benefits, including a federal income tax charitable deduction.

Delay Your Payments

If you are younger than 60 or don't need your payments immediately, you can set up a deferred gift annuity. This allows you to delay receiving payments until a later date—such as when you reach retirement. To learn more, view and download the FREE guide Plan for Retirement With a Deferred Gift Annuity.

Please provide the following information to view the brochure.

Ready to start paying it forward?

Download our Guide to Charitable Gift Annuities

Calculate Your Benefits

Submit a few details and see how a charitable gift annuity can benefit you.

See My Benefits

A possible scenario

Say that Justin, 66, and Mary, 65, want to make a contribution to Montana State University that will support our work for generations to come, but they also want to ensure that they have dependable income during their retirement years. They establish a $20,000 charitable gift annuity with Montana State University. Based on their ages, they will receive a payment rate of 4.3 percent, which means that they will receive $860 each year for the remainder of their lives. They're also eligible for a federal income tax charitable deduction of $5,544* when they itemize. Finally, they know that after their lifetimes, the remaining amount will be used to support our mission.

*Based on annual payments and a 2.4 percent charitable midterm federal rate. Deductions vary based on income earned.

See How It Works

How to Fund It

You can use the following assets to fund a charitable gift annuity:

Ready to start paying it forward?

Download our Guide to Charitable Gift Annuities

Not Sure How to Begin Planning?

Download our FREE Personal Estate Planning Kit

Next Steps

  1. Contact Samantha Beebout at 406-994-7099 or samantha.beebout@msuaf.org for additional information on charitable gift annuities or to chat more about the personal benefits of creating an annuity with Montana State University.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Montana State University in your plans, please use our legal name and federal tax ID.

Legal Name: Montana State University Foundation, Inc.
Address: 1501 South 11th Avenue, Bozeman, MT 57915
Federal Tax ID Number: 81-6001649