Welcome to Montana State University Billings Foundation Planned Giving
Thank you for your interest in MSU Billings Foundation. Our hope is to serve you and your family with helpful information. We have an increasing number of alumni and friends of MSU Billings who are now benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.
You may contact us by mail at: Montana State University Billings Foundation 1500 University Drive Billings MT 59101-0298
Call us at 1-888-430-6782 (toll free) or 406-657-2244
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Weekly Article
Experience the Benefits of a Unitrust Bob and Carol were nearing retirement. Their children were grown and they had worked many years and built successful carreers. One of the greatest joys in their lives was gathering the family for vacations and holidays at their mountaintop cabin. More ...
Benefits For Family and Montana State University Billings Foundation
Not all gift plans are suited for every donor; many factors enter into the choice of a planned gift, and donors should consult with their financial advisors as to the suitability of a gift in their situation. We would be pleased to provide illustrations for you and your advisors to consider. Please phone us at 406-657-2244 or 888-430-6782 to receive a confidential proposal.
Through use of these plans, donors have received wonderful benefits such as increased income, safety, and generous tax savings. With the Montana Tax Credit--a direct reduction of Montana taxes owed if you are a Montana taxpayer--your "gift cost" may be reduced substantially.
Please begin by meeting these friends who have "planned" their gifts to receive the benefits and to favor MSU Billings and its students. Just click on the picture and you can view each story.
The Retirement Unitrust Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.
Their Legacy of Sharing One of the first things you will notice when you meet Fred and Marie Miller is the twinkle in their eyes; the second is the warmth of their smiles. Then you will sense the love they have for one another that began 62 years ago and burns brightly to this day. More on Their Legacy of Sharing >>.
A Creative Gift, Retirement Plan Assets "Being actively involved" has been an integral part of Steve Scanlin's life, not only during his college years at then-EMC (BSEd '69), but later as well. A Red Lodge native, Steve quickly became assimilated into college life in Billings in the mid-60s and found a niche serving his classmates on the Union Activities Board and Student Senate. More on A Creative Gift, Retirement Plan Assets >>.
Part Gift and Part Sale Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
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Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact Kriggs@msubillings.edu.
If you are a professional advisor, you may take the following steps on this site.
Bob and Carol were nearing retirement. Their children were grown and they had worked many years and built successful carreers. One of the greatest joys in their lives was gathering the family for vacations and holidays at their mountaintop cabin. 
Steps to Wise Giving