Mike Ross is an inspiration. He used the planned giving tools at his disposal to create a perpetual endowment at MSUB to help students like Sydney and to leave a legacy that will go on for generations. Every year, Mike receives a personalized thank you from his scholarship recipients. It’s important to Mike that he knows who his scholarships support. We could not agree more. As Sydney shared, it truly makes the difference in her life.
We hope that Mike is an inspiration to you as well. I ask you, consider using the same planned giving tools he used to benefit students like Syndey. In Mike’s case, he used deferred gift annuities to fund his established endowed scholarship. In this way, Mike made an impact on students while simultaneously receiving the enhanced tax credits through the Montana
Endowment Tax Credit.
Perhaps you, too, would like to impact students in a significant way. Use these planned giving tools that benefit students and you. Call us today at (406) 657-2244 to learn more. I’d love to talk about it with you.
Bill Kennedy, President & CEO