For Professional Advisors
In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to Montana State University. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.
Tools for Professional Advisors
Legal name: Montana State University Foundation, Inc.
Federal tax ID number: 81-6001649
Located in: 1501 South 11th Avenue, Bozeman, MT 59715
We honor a donor's vision for the future and the impact they wish to make on Montana State University. A donor is the only one who can determine what his or her gift will support. Nevertheless, specific names of programs, departments, degrees, athletic teams and facilities can change over time, so we encourage donors to use language in the will, trust or other gift document that provides some flexibility for the dean or president of the university to apply the gift to a substantially similar purpose. For more guidance, please see our sample bequest language.
If you are transferring stock on behalf of a client, please contact Carrie Faulhaber at 406-994-6421 for account information.
Understanding planned giving is an excellent way to add value for your clients.
Partner With Us
We understand that gifts to charities such as Montana State University can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to arrange the best gift possible.
Not Sure How to Begin Planning?Download our FREE Personal Estate Planning Kit
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 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. 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. 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. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.