Section Navigation

The Easiest Way to Make a Lasting Impact

A Gift in Your Will or Living Trust

MSUInterested in helping Montana State University but feel overwhelmed by the thought of writing another check or giving up your assets today? A simple, flexible and versatile way to ensure we can continue our work for years to come is a gift in your will or living trust, known as a charitable bequest.

By including a bequest to Montana State University in your will or living trust, you are ensuring that we can continue our mission for years to come. Your gift also entitles your estate to an unlimited federal estate tax charitable deduction.

Ready to start planning today?

Download our Guide to Making Your Will

Ready to start planning today?

View My Free Brochure

A possible scenario

When Tom and Martha got married, they made a point to put together a will to protect their assets. They both loved Montana State and decided to include a bequest of $75,000 to us in their will.

As Tom and Martha's family grew to include three children, they decided to revise their gift to ensure their children's future financial security. They met with their attorney and simply revised the bequest language so that their gift to Montana State University was now a percentage of their estate instead of a specific amount. Tom and Martha now rest easy knowing when they die, their plans will provide for the people and charitable work they love.

See How It Works

How to Fund It

You can use the following assets to fund a bequest:

Ready to start planning today?

View My Free Brochure

Not Sure How to Begin Planning?

Download our Guide to Making Your Will

Next Steps

  1. Contact Samantha Beebout at 406-994-7099 or samantha.beebout@msuaf.org for additional information on bequests or to chat more about the different options for including Montana State University in your will or estate plan.
  2. Seek the advice of your financial or legal advisor.
  3. 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