Life Income Gifts

Charitable Gift Annuities

Charitable 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.

Contact Us to Learn More

Alison SchultzContact Senior Director of Planned Giving, Alison Schultz at 406-243-5121 or with any questions about making a life income gift to benefit the University of Montana. We're happy to help!

The Office of Planned Giving 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.