Thank you for your interest in supporting UM's School of Education. Your gift makes an important difference to faculty and students. With your help, we are able to increase our scholarship support, retain high-caliber faculty who educate and encourage our students, and enhance our abilities to partner with regional school districts. There are many gifting options for donors to consider, each with own unique benefits. This guide suggests only some of those possibilities.
The University of Montana Foundation , on behalf of the School of Education, welcomes expressions of interest and financial support, regardless of size or form.
OUTRIGHT GIFTS
Outright gifts are those available for immediate use by The University of Montana's School of Education . These can be made on a one-time basis or with a pledge over five years with a payment schedule customized for the donor.
Outright gifts can be made using:
• Credit cards by clicking on the Give Online Now button
• Cash - either one-time payments or extending payments over time.
• Publicly-traded securities
• Closely-held stock
• Tangible personal property
• Real estate
• Paid-up insurance policies
• Accelerated withdrawal from retirement accounts
• Charitable lead trusts
DEFERRED OR FUTURE GIFTS - Leaving a meaningful legacy
If you are making estate plans and considering ways to create your legacy, please considering making a deferred gift to benefit the School of Education . Deferred gifts are those in which the donor makes a commitment now, retains an interest and the charitable use by the Foundation and University is deferred to some future time.
Common types of deferred gifts include:
• Bequests
• Estate notes (irrevocable)
• Charitable remainder trusts
• Charitable gift annuities
• Individual retirement accounts or other retirement plans
• New life insurance policies
• Retained life estate
The preceding information lists only some of the ways individuals can make a charitable gift to the University of Montana Foundation for the School of Education . The Foundation staff includes professionals with gift planning expertise who are available to discuss what types of gifts might provide the greatest benefits to prospective donors. As always, the Foundation recommends that donors seek the counsel of their attorney, accountant, trust officer, or others who are qualified to deal with individual estate planning and specific tax situations.
For more information, please contact Kathy Schaub, Director of Development and Alumni Relations for the School of Education . She can be reached at or at 1-800-443-2593. The Foundation's website, www.umt.edu/umf also has ready information and gift examples.