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Invest in MSU’s Future

Endowed Gifts

MSUAn endowment gift to the Montana State University Alumni Foundation today provides a brighter picture for our future. When you make a donation to our endowment, you give a gift with both immediate and long-term benefits.

Here's how it works: Endowment donations are invested. A portion of the annual income from the investment is used to address immediate needs at Montana State University. The remaining funds are reinvested to ensure indefinite support.

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A possible scenario

Longtime supporters Susan and Charlie have two goals: First, they want to make sure MSU continues to receive support after they're gone. Second, they want to memorialize Charlie's parents, Mr. and Mrs. Jones.

Susan and Charlie make a $25,000 donation to the Montana State University Alumni Foundation, which we invest, and each year, a portion of the income from the invested money will be used to support our mission in honor of the Joneses. Plus, Susan and Charlie get a federal income tax charitable deduction on their taxes because they made a lump-sum gift.

How to Fund It

You can create an endowed gift using the following assets:

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Ensure Your Future Is Secure.

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Next Steps

  1. Seek the advice of your financial or legal advisor.
  2. Contact Samantha Beebout at 406-994-7099 or samantha.beebout@msuaf.org to discuss endowed gifts.
  3. View our Minimum Named Endowment and Fund Level Policy.
  4. 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