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
Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos. Click here to learn more.
Personal Planner
Perils of Probate Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many persons appeared claiming "I am Business Owner's heir" and submitted wills with themselves as beneficiaries. 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.
Sale and Unitrust Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.
Major IRA Gift Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.
Bequests for Scholarships Joe and Anna have been faithful supporters of Montana State University Billings Foundation over the years. They have visited the campus many times and have fond memories of those visits. Both of them strongly believe that it is important to support and encourage young people. More on Bequests for Scholarships >>.
Tax-Free Sale Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free 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.
Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many persons appeared claiming "I am Business Owner's heir" and submitted wills with themselves as beneficiaries. 
Steps to Wise Giving