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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 the Montana State University Alumni Foundation. 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 57915

Bequest Language
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.

Charitable Remainder Trust
Charitable Lead Trust
Charitable Gift Annuity
Deferred Charitable Gift Annuity
Paid-up Life Insurance
Charitable Life Estate

Stock Transfers
If you are transferring stock on behalf of a client, please contact Samantha Beebout for account information.

Training
Understanding planned giving is an excellent way to add value for your clients.

Gift Illustrator

Partner With Us

We understand that gifts to charities such as the Montana State University Alumni Foundation 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.