Checks should be made payable to the “Montana State University Foundation” with a note in the memo section specifying your intent to support the College of Letters & Science, one of our fifteen departments or one of our giving priorities. Please mail your check to:
P.O. Box 172750
Bozeman, MT 59717-2750
Credit card gifts can be made online using the MSU Foundation’s secure website. You can designate a gift for one of the college's giving priorities: the Dean's Excellence Fund or the College of Letters and Science Scholarships Fund. You can also designate a gift to one of the college's 15 departments.
Gifts of Securities – Stocks, Bonds and Mutual Funds
Increasing numbers of alumni and friends are making gifts to L&S using appreciated securities – including publicly traded and privately held stock and mutual funds. The attraction of this method is that the donor is entitled to a charitable deduction for the full fair market value of appreciated securities held longer than one year, and is exempt from the capital gains tax that would be due if the donor sold the securities. Securities held less than one year may also be donated, but the deduction is limited to the lesser cost basis or market value.
For security transfer instructions, visit the MSU Foundation’s website, or contact Carrie Faulhaber (406-994-6421; firstname.lastname@example.org) or Barb Gordon (406-994-2508; email@example.com). You may also call the Foundation's toll free line 800-457-1696 or FAX 406-994-6081. You or your broker should contact the L&S Director of Development BEFORE initiating a transfer to ensure that your gift is properly credited.
Memorial or Tribute Gifts
Any gift may be designated in memory or honor of a friend, family member or other person. Be sure to indicate your intention in the memo section of your check or by enclosing a letter stating your intentions with your gift. There is also a place on the online giving form to make a gift in honor of or in memory of someone.
Gifts in Kind
The College of Letters & Science is grateful for needed gifts of tangible personal property. If a gift is related to the charitable purpose of the university, which is generally very broad for educational institutions, the donor may be eligible for a deduction of the asset’s full fair market value. Example of gifts-in-kind include artwork, special library collections, furnishings, and computer hardware and software.
A wonderful way to support the future of the College of Letters & Science or a specific L&S department is to provide for a future gift through your estate plan, a life income gift, such as a charitable gift annuity or charitable remainder trust, or through a charitable lead trust.
Bequests: The most common form of deferred giving is a bequest contained in a person’s will or revocable (“living”) trust. Bequests are a wonderful way to have an impact beyond your lifetime and to leave a meaningful legacy that makes a difference in the lives of our students and faculty for many years to come.
Life Income Gifts: Life income gifts benefit both the college and the donor. Donors may receive numerous tax and financial benefits by creating a life income gift, such as a charitable gift annuity or a charitable remainder trust. The donor makes an irrevocable contribution of assets to fund the trust or annuity, gets an immediate income tax deduction for part of the contribution’s value, and receives income for life or for a term of between 1 and 20 years. When the trust or annuity term ends, the remaining assets can be directed to support the college.
Charitable Lead Trusts: A charitable lead trust can make an agreed payment to the college for a specific term of years or for someone’s life. Thereafter, the lead trust assets are either (a) returned to the person who created the lead trust; this person also receives an income tax deduction when the trust is created or (b) passed on to children, grandchildren or other loved ones and applicable estate or gift taxes on the value of the gift are reduced or completely eliminated.
These are just a few examples of the gift planning options that are available to you. If you would like to name the College of Letters & Science as a beneficiary in your estate plans or if you would like to know how a planned gift would work for you, please contact the L&S Director of Development or the MSU Foundation.