Stock certificates may be assigned directly to the Montana State University-Billings Foundation or may be electronically transferred through the donor s broker. The average market value of the stocks on the date of transfer will determine the value of the gift for tax purposes. In addition to receiving federal and state tax deductions based on the full fair market value, capital gains tax is avoided when stock is transferred directly to the Foundation. Please consult with a Foundation staff member before a transaction is made to secure asset transfer information. The Phonathon Students and faculty call our alumni during late winter to ask their support.
Donors are welcome to restrict their gift to a particular college or department.
The students enjoy visiting with alumni and the faculty have an opportunity to renew old acquaintances. The next Phonathon is scheduled from January through March, 2001. All of our alumni and friends are given the opportunity to make a gift each fall by mail. When you receive a request for support from your college please take a moment to review the funding needs that appeal to you. Whatever the amount of your gift, it will make a difference.