Gift Planning

The Office of Gift Planning works with donors and their professional advisors to create gift strategies that can result in significant benefits, both for you and for the University of Montana. We are here as a resource for you.

Popular Ways to Give

Wills, Trusts and Beneficiary Designations

Including a gift in your will, revocable living trust, or through a beneficiary designation is a simple way to provide support for your favorite area on campus. Many donors choose to create an endowment with their estate gifts. Such endowments can bear your name, or the name of a loved one. If you would like your gift to support a specific purpose, we can work with you to draft language to ensure your gift is used as you intend. Learn more about making a gift through your will, trust or beneficiary designations.

Life Income Gifts

Charitable Gift Annuities

Gift annuities are a popular way to support UM. In exchange for cash or stock, the UM Foundation will make fixed payments to you for life. You will also qualify for tax benefits. Learn more about charitable gift annuities.

Charitable Remainder Trusts

Charitable remainder trusts are another great way to support UM. The trust can make payments to you for life or for a period of years. You will also qualify for tax benefits. Charitable remainder trusts are especially popular for donors who own appreciated real property. Learn more about charitable remainder trusts.

 

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  • Helen Bolle with her son and grandson

    99 Years, Countless Memories to Share

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    Long-term Love Affair with Montana Leads to Gift to UM

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  • Jeff and Maria Cole

    Renowned Journalist's Papers Now at UM Archives

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  • Tom Cotter

    $11 Million Gift Provides Scholarships For UM Students

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  • Artwork by James Bailey

    Estate Gift Funds Honors Scholarships

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Contact Us

Alison Schultz

Alison Schultz
Associate Director, Gift Planning