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Planned Giving

Discover the Benefits of Giving Wisely

Did you know there are creative ways to support the University of Montana Western Foundation and the students and programs we serve at Montana Western? Ways in which the University of Montana Western Foundation, you and your loved ones all benefit at the same time?

Such giving techniques are called "planned gifts," because with thoughtful planning, you create win-win solutions for you and Montana Western.

Your legacy awaits you. Read about Montana Western lasting legacy stories.


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Name Montana Western Foundation in Your Will

Take this easy step to ensure Montana Western Foundation’s vibrancy into the future. A gift through your will or estate is the easiest gift you can make today.

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Stocks and Investment Accounts: You've Planned for the Future

You receive an income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.

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Retirement Accounts: A Wise Charitable Gift

You can make a significant gift to Montana Western Foundation with retirement plan assets such as IRAs, 401(K)s and 403(B)s without adverse effects to your lifetime finances.

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The material presented on this Planned Giving website is not offered as legal or tax advice.
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