Join the Heritage Society

If you have already included support for the University of Montana in your estate plan but have not notified the UM Foundation, please consider contacting our office of planned giving. We would like to thank you for your generosity and confirm how you would like your gift to be used. Please rest assured, notifying us of your plans is not binding in any way.

If you are interested in supporting UM with a gift in your estate plan, and would like to explore the ways you may leave a legacy, we would be honored to assist you. We are happy to provide personalized sample language — tailored to achieve your goals — which may be shared with your advisor for inclusion in your estate plan.

When including a gift in your estate plan, it is important that you designate the University of Montana Foundation as the recipient of your gift. The UM Foundation receives, invests and distributes funds for the benefit of the University.

For further information on becoming a member, please fill out the form below.