Legacy Society

The Legacy Society recognizes the thoughtful generosity of those who have notified MSUM of a planned gift to the MSUM 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:
Legacy Society.pdf

MSUM's Legacy Society recognizes all who have made a planned gift benefitting MSUM and have informed the MSUM 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:
 

• Bequest through a will or trust
• Beneficiary designation in a retirement plan
• Charitable gift annuity (CGA)
• "Green Trust"
• Unitrust
• Beneficiary designation in an insurance policy
• Bargain sale

- Sample bequest language is "I give and bequeath to MSUM 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 Foundation. Any restriction of your gift, including an 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 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 Jared Miller, AVP of Development at the MSUM Foundation at (218) 477-2423 or e-mail [email protected].

Minnesota State University Moorhead Foundation Tax ID: #23-7101061