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Montana State University Alumni Foundation
Phone: 800-457-1696
Email: plannedgiving@msuaf.org
P.O. Box 172750
Bozeman, MT 59715

Kevin Brown

Kevin Brown
Associate Vice President of Estate, Trust and Gift Planning
Phone: 406-994-4815
Email: kevin.brown@msuaf.org

Traci Weller

Traci Weller
Senior Director of Estate, Trust and Gift Planning
Phone: 406-994-2223
Email: traci.weller@msuaf.org

Mary Cardenas

Mary Cardenas
Estate, Trust and Gift Planning Specialist
Phone: 406-994-7429
Email: mary.cardenas@msuaf.org

Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.

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