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Welcome to Montana State University Northern Foundation Planned Giving


Shauna Albrecht
Executive Director
406-265-3711

 

Thank you for visiting our site. Please keep in mind that we at the MSU Northern Foundation are here to serve you, and we welcome any comments you may want to share with us.

All of us, as we reach a certain age, find that our thoughts inevitably turn to what we will leave when we pass from this parenthesis in eternity? that is our life. What will be our legacy? What difference did we make? How will we be remembered? Is the world a better place because we were here? At some point in life, these questions haunt us.

The majority of us find that what we want the most is to leave something that will directly improve the lives of those whom we leave behind. Once we have taken care of our immediate family members however, our thoughts then turn to the bigger picture; what significant impact can we have on the future?


That is where we can help!

The MSU Northern Foundation's mission is to help you improve the future! I personally can think of nothing more rewarding than to create the opportunity for a student of the future to reach a potential they may not even be aware that they possess. Access to higher education is the single most significant creator of the ability to achieve that potential!


I invite you right here, right now, to think back to your earlier years; when the right word or helping hand from someone turned out to make the one difference in your life that enabled you to reach the success you have achieved. Through the MSU Northern Foundation, you can be that helping hand for a student emerging into their future; a future we can influence; but a future we can only visit in our dreams.

 

Please read on! I promise it will be well worth your time!




Benefits For Family and Montana State University - Northern Foundation

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.


Gift Annuity for Real Estate
Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000. Jonathan's wife of 45 years recently passed away. More on Gift Annuity for Real Estate >>.


A Bequest to Save Taxes
Thomas Merrick was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>.


Bequests
Joe and Anna have been faithful supporters of Montana State University - Northern Foundation. They believe it is important to support and encourage their mission. More on Bequests >>.


Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Debbie Rhines
Office Manager
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
Shauna Albrecht
Executive Director


Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact albrecht@msun.edu.

If you are a professional advisor, you may take the following steps on this site.






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