Estate, Trust and Gift Planning Newsletter

   
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Your will can create a lasting legacy
Learn the basics about using your will or trust to create a bequest at Montana State University.
Legacy scholarships motivate students to achieve
"This scholarship will go a long way in helping me achieve my goals," said Jonathan Heppner ('17).
Montana legacy bequest tools 
A will or trust is not the only way you can leave a legacy. There are a variety of ways we can leave legacies to family, friends and charities.
Why IRAs make good gifts to charity
Why IRAs make good gifts to charity

IRAs and 401(k)s often contain a significant amount of wealth at the end of one's career. However, if inherited, these accounts can pose significant tax burdens for family and loved ones. A better option is to gift your IRA or 401(k) to a tax-exempt organization, like the MSU Alumni Foundation.

What is planned giving? How can it benefit you and MSU?
What is planned giving? How can it benefit you and MSU? You may have heard about planned giving, gift planning, or legacy giving. Learn what planned giving actually is, and how it can make your giving to MSU simple, impactful and beneficial to you and your family.
An interview with Megan McGill ('17, Plant Biology)
An interview with Megan McGill ('17, Plant Biology)

Scholarships have made it possible for senior Megan McGill to succeed at MSU.  "For me, the most challenging part of being a student has been finding the money to attend school full time.  I am extremely grateful for the generosity of the family of Robert Millice. Without this scholarship I would likely not be graduating this semester."


'Tis the season for trusting
'Tis the season for trustingThis newsletter is all about trusts. Marsha Goetting's article this month explains the process of creating a trust as part of your estate plan. We also want you to consider whether a charitable trust would help you accomplish your plans and goals.
The best asset to gift to charity
The best asset to gift to charity

There are many non-cash assets to consider as a gift to MSU, which can help you meet your financial planning goals.

The benefits of gifting stock or mutual funds
The benefits of gifting stock or mutual fundsAre you thrilled to find that your stocks and mutual funds have finally increased in value since the recession? Learn how you can avoid paying taxes on capital gain on these securities, and earn a valuable tax deduction at the same time.
Understanding a gift's potential
Understanding a gift's potential

"I have 20 to 30 years of my life before MSU will see the impact of my estate gift," said Victoria. "Why wait that long? I didn't realize how fun making a gift would be. I've really enjoyed seeing the impact of my gift now."

The lifetime impact of an MSU degree
The lifetime impact of an MSU degreeWhen Loren Schillinger (’75, Chemical Engineering) tells his story it always circles back to his time at Montana State University. Loren’s attributes almost all of his successes to his origins at MSU, as a chemical engineer.
Del and Dena Richter: A charitable gift annuity experience
Del and Dena Richter: A charitable gift annuity experience
 
 
 
 
 
 
 
 
Del and Dena established deferred charitable gift annuities, which will provide them income in their retirement and will enable them to take advantage of the Montana Endowment Tax Credit.
Scholarship helps student achieve goals
Jonathan Heppner knew he wanted to attend MSU for its strong dietetics program. A native of Plentywood, Montana, he admits the mountains were also a draw.