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
Chronic Illness – Care of Your Person If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease, Alzheimer's, Huntington's disease, Parkinson's disease, multiple sclerosis (MS) or other types of chronic diseases. 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.
Easy IRA Gift Barbara retired after forty years as a teacher. She had volunteered for many years with Montana State University Billings Foundation. More on Easy IRA Gift >>.
Giving Something Back Who are the people who make charitable gifts and bequests that profoundly impact our world? Are they wealthy business leaders? Sometimes. Are they famous, high-profile movie stars? More on Giving Something Back >>.
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 >>.
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.
If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease, Alzheimer's, Huntington's disease, Parkinson's disease, multiple sclerosis (MS) or other types of chronic diseases. 
