Gift Stories and News
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1893 Society Stories
The walls of Brian Walter's home are covered in stories. Whether it is a framed painting or picture by a favorite artist or a collection of local objects from around the world, each piece has a tale of where it was found and how it was acquired.
Dr. Jerry Coffey, Professor Emeritus in the Department of English, came to Montana State University in 1972 seeking the allure of the mountains and an institution where he could thrive and pursue his research interests.
Julianne Bye knew for many years that she wanted to leave a lasting legacy for students at Montana State. "I always knew I would—in fact I wish I had done it sooner," said Julianne.
In January, Larry and Maureen Gamble, of Overland Park, Kansas, worked with the MSU Alumni Foundation to expand their bequest in support of the University. In addition to supporting the Library's Trout and Salmonid Collection, they also wished to establish scholarship for students in the Jake Jabs College of Business and Entrepreneurship.
When Loren Schillinger ('75, Chemical Engineering) tells his story it always circles back to his time at Montana State University. Loren attributes almost all of his successes to his origins at MSU, as a chemical engineer.
In June, Marla Patterson worked with the MSU Alumni Foundation to document a bequest in her living trust. The gift, valued at $66,000, will be directed to the College of Nursing.
When Victoria Barnick visited campus in October, it was her first time back on the hill since she graduated. Victoria had planned to support MSU through her estate, but meeting with students and professors showed her the impact she can make today.
The Impact of Giving
By making room for MSU in your will, you can help shape the lives of MSU students—students like Reisa Walker. Read about how donor Harriette E. Cushman has made an impact on students at MSU for over 40 years, including recent student Reisa.
Cody and Joycelyn Christman enjoy their Montana cabin getaway. Living in the hustle of Denver and their busy careers, the Christmans relish time spent in the Montana quiet, close to where Cody ('91, Electrical Engineering) grew up.
Megan McGill is a senior studying plant biology at MSU. She works in the Herbarium on campus, where she has helped maintain the extensive collection of plant specimens.
Gift Planning News
A will or living trust allows you to protect your loved ones long after your lifetime. These documents can also give you the power to provide the causes you care deeply about with the vital resources they need to thrive.
Have you decided what bequests you are going to leave to family, friends, and/or charity? A synonym for bequest is legacy. Personally, I like the word legacy best.
Many retirees and soon-to-be retirees have a traditional IRA account or a defined contribution plan, such as a 401(k). Retirement accounts often contain a significant amount of wealth for individuals at the end of their career.
We meet with many MSU alumni and friends who want their giving to make a bigger impact at MSU, but they are often unsure how to make their philanthropic goals a reality.
Are you thrilled to find your stocks and mutual funds have finally increased in value since the Great Recession from 2007 to 2009? Perhaps you bought these securities many years ago thinking you would cash them in during retirement when you need the money.
Although trusts have existed for many years, they have recently gained more attention. You may have read newspaper advertisements for free seminars that explain benefits of a revocable living trust. Or, perhaps you've seen television commercials suggesting that everyone should have one.
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. 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.