Welcome to Montana State University Northern Foundation Planned Giving

Bill Gupton 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!

Personal Planner

Income for Surviving Spouse Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ...

Easy IRA Gift Barbara retired after forty years as a teacher. She had volunteered for many years with Montana State University - Northern Foundation. More on Easy IRA Gift >>.

Peace of Mind Gift Annuity Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.

Sale and Unitrust Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.

The Retirement Unitrust Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.

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Debbie Rhines Office Manager

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Bill Gupton Executive Director

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