Wills, Trusts and Beneficiary Designations

Creating a gift through your will, revocable living trust or beneficiary designation is easy to do. The impact of your gift creates a powerful legacy that can transform the lives of future generations of students and support the University of Montana’s tradition of excellence. 

Gifts Through your Will or Revocable Living Trust

Just a few sentences in your will or revocable living trust is all that is needed to make a gift to support the University of Montana. Your gift can be for a specific dollar amount or for a percentage of your estate.

When preparing your will or revocable living trust it is important that you designate the University of Montana Foundation as the recipient of your gift rather than to the University directly. The Foundation was created to receive, invest and distribute funds for the benefit of UM.   

Beneficiary Designation

You can designate the University of Montana Foundation as the beneficiary of financial accounts including:

  • IRAs and other Retirement Plans
  • Life Insurance Policies
  • Commercial Annuities
  • Bank Accounts
  • Investment Accounts

If you have already provided a gift through your will, revocable living trust or beneficiary designation please let us know. The Office of Gift Planning can work with you and your advisors to draft language that will ensure your gift will be used as you intend.

Contact Us to Learn More

Alison SchultzContact Alison Schultz at 406.243.5121 with any questions about making a gift through your will, trust or beneficiary designation to benefit the University of Montana. We're happy to help!

The Office of Gift Planning provides information about the benefits of planned gifts and does not provide any legal, financial or tax advice. We encourage you to talk with your advisors who are familiar with your specific situation to determine the benefits to you.