The Legacy Society recognizes the thoughtful generosity of those who have notified MSUM of a planned gift to the Alumni Foundation to benefit the University. Membership is open to anyone making a deferred or planned gift. If you are interested in joining the Legacy Society, download the form here:
MSUM's Legacy Society recognizes all who have made a planned gift benefitting MSUM and have informed the MSUM Alumni Foundation of this fact. Contributions of any kind, including contingent gifts, and ones of any size are recognized. These include revocable and irrevocable gifts, such as a:
Bequest through a will or trust
Beneficiary designation in a retirement plan
Charitable gift annuity (CGA)
Beneficiary designation in an insurance policy
- Sample bequest language is "I give and bequeath to MSUM Alumni Foundation, a Minnesota nonprofit corporation located at 1104 South Seventh Street. Moorhead, MN 56563, the sum of $____ (__%) of my (residual) estate (for _________)." Parenthetical language provides an alternate way of supporting MSUM's needs and mission through its Alumni Foundation. Any restriction of your gift, including addition to the endowment or a particular fund, can be made by including language in the final parentheses.
- Your gift can be restricted to a particular fund; a college, department or sport; or a use meeting the approval of the Alumni Foundation; advance review and approval of restrictions is advised to ensure your intentions are met.
- Please tell us the exact name(s) by which you want to be recognized. You can be an anonymous member of the Legacy Society, if you wish.
To learn more about supporting the University, see http://msumgift.org. For more information on planned gifts or to newly report a future commitment for MSUM in your estate plan, call Mark Hensrud, Director of Development at the MSUM Alumni Foundation at (218) 477-4226 or e-mail firstname.lastname@example.org.
Minnesota State University Moorhead Alumni Foundation Tax ID: #23-7101061
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.