While gathering your paperwork for your tax return, did you find yourself wondering whether you missed any opportunities to save?

Now is a great time to consider giving options that allow you to make a major difference at Montana State University while also enjoying tax benefits that will show up on next year’s return.

Use Appreciated Securities

By donating stock that you have owned for longer than one year, you receive the same income tax savings as you would by making a gift of cash. You also eliminate any tax on the appreciation.

Make a Gift From Your IRA

If you are 70½ or older, you can give any amount up to $105,000 from your IRA directly to Montana State University. You will not pay income taxes on the transfer. If you are required to take minimum distributions, you can use your gift to satisfy all or part of your obligation.

Use Your IRA to Fund a CGA: If you are 70½ or older, you can make a one-time election for a qualified charitable distribution of up to $53,000 (without being taxed) from your IRA to fund a gift annuity. Special rules apply, so contact Kevin Brown for more details and a personalized illustration at no obligation.

Take Advantage of METC

If you live and pay taxes in the state of Montana, you can take advantage of the Montana Endowment Tax Credit. You can learn more about this amazing opportunity by clicking here.

We’re Happy to Help

As you consider the smartest ways to leave a legacy, we are happy to help ensure that you realize the greatest benefit for your kindness. Please contact Kevin Brown at 406-994-4815 or kevin.brown@msuaf.org.