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Estate and Gift Planning

What is Estate and Gift Planning?

Estate and gift planning are finding ways to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself...
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Types of Planned Gifts

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.

What Assets Can I Donate?

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

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.


For more information on gift planning, please contact David Gant, Vice President, Planned Gifts and Regional Development.

David Gant