Planned Giving

The Office of Planned Giving is available to work with you and your professional advisors to create gift strategies resulting 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 the University of Montana. Your estate gift can take various forms, allowing you to provide for your loved ones while also making a meaningful impact on campus. Many donors choose to create an endowment with their estate gift. 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.

Why Invest in the University of Montana?

Each investment in the University of Montana is transformative, and your passion and vision will continue to impact many generations to come. Learn how your gift changes lives.

Learn More

Read the stories below to learn more about the impact of your generosity.

Contact Us

Alison Schultz

Alison Schultz
Senior Director of Planned Giving