University of Montana Foundation

What Gift Plans Are Right for Me?

Explore this section to discover new ways to make a gift that also take into consideration your personal circumstances and the needs of your heirs.

• How to make a planned gift?
• Charitable Gift Annuities
• Charitable Remainder Trusts
• Bequests

What Assets Can I Donate?

Learn more about the assets most commonly used to fund a gift.

• Cash
• Securities
• Life Insurance
• Real Estate

Montana Endowment Tax Credit

Since 1997, Montana law has provided a special tax credit for certain types of gifts to nonprofit organizations, including The University of Montana Foundation. This credit is offered to individual taxpayers, small businesses, corporations and estates, and augments the federal tax deduction.

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