Charitable Gift Annuity

A charitable gift annuity is a great way you can make a gift to our organization and benefit. You transfer your cash or property to our organization and we promise to make fixed payments to you for life at a rate based on your age.

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Planned Giving
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Donor Stories

Learn how others have made an impact through their acts of giving.

  • A Love that OverflowsA Love that Overflows
    Baseball player, geologist, business owner, philanthropist, father, husband. It's the last of these titles of which Bill Ballard is most fond. For 68 years, Bill's marriage to...
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  • A Legacy Lives OnA Legacy Lives On
    The MSU Billings Foundation demonstrates the impact of annual giving in the pages of this report, and a shining example of this impact is found in Tom Scott. As a long-time...
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  • In a Father's FootstepsIn a Father's Footsteps
    The legacy of long-time MSU Billings instructor, Dr. John M. Self, is carried out through his only son. In his father's honor, John Self, Jr. established the John Self Rehabilitation...
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  • Auctioning Art from the HeartAuctioning Art from the Heart
    Billings artist and MSU Billings graduate Kira Fercho lives by the philosophy that paying it forward is what keeps a person growing and moving along; once you master a...
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  • Deep Roots, Lasting ImpactDeep Roots, Lasting Impact
    Michael and Cara Schaer embody a lead-by-doing approach to philanthropy. This approach makes them an unstoppable force for good in Billings, Montana. But one might...
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  • Every Journey Starts with a First StepEvery Journey Starts with a First Step
    When Dan and Kay Berry met in 1971, they couldn't foresee the impact they'd make in students' lives over the next four decades. Their commitment to MSU Billings started...
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Gift Examples

  • Fixed Income for Retirement
    After working for decades as a pediatrician in a small rural town, Patricia was ready to retire.
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  • Peace of Mind Gift Annuity
    Many years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy stock in the company that built it.
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  • The Retirement Unitrust
    Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland.
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  • Flexible Deferred Gift Annuity
    Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially.
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  • Part Gift and Part Sale
    Susan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake.
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  • Current Gifts
    As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
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  • Sale and Unitrust
    Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes.
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  • Bequests
    Joe and Anna have been faithful supporters of our organization over the years. Both of them strongly believe that it is important to support and encourage our mission.
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  • Tax-Free Sale
    Howard and Lynn were age 55 when they purchased some land outside of town, and they thought it would be a good investment that they could later sell.
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  • Leading for the Future
    Luke and Candice spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
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  • Give it Twice Trust
    While visiting the Wills Planner on her favorite charity's website, June, a surviving spouse, came across the idea of a Give it Twice Trust.
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  • Providing for Our Children's Future
    Joe and Kathy worked for years building their nest egg for retirement. They also want to provide for their children.
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