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Securing External Resources Gifts & Grants Discussion MSUAF & OSP Who to Call

Securing External Resources Gifts & Grants Discussion MSUAF & OSP Who to Call. We cultivate lifelong relationships and secure private support to advance Montana State University. MSU Alumni Foundation. MSUAF Development Alumni & Friends of MSU

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Securing External Resources Gifts & Grants Discussion MSUAF & OSP Who to Call

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  1. Securing External Resources • Gifts & Grants Discussion • MSUAF & OSP • Who to Call

  2. We cultivate lifelong relationships and secure private support to advance Montana State University

  3. MSU Alumni Foundation MSUAF Development • Alumni & Friends of MSU • Major Gifts Team– Focus on Assigned Portfolio and Performance Metrics (10 FTE’s) • Estate, Trust & Gift Planning Team (3 FTE’s) • Prospect Management & Research Team (3 FTE’s) • Corporate & Foundation Team (0.5 FTE) • Stewardship (0.5 FTE)

  4. Grants v Gifts Grants • Office of Sponsored Programs • Tax Exempt per 170(c)(1) • Government, Corporate • External funds for specific purposes, enforceable, defined time frame, audits and revocability of funds • Deliverables, Defined Work Scope • Track and report expenditures Gifts • MSU Alumni Foundation • Tax Exempt per 501(c)(3) • Individuals or foundations – some corporate gifts • Charitable, voluntary transfers, irrevocable without formal commitment or detailed reporting requirements • Limited terms, endowments, narrative courtesy reports. • Track booked gifts, pledges and planned gifts

  5. Contacts – MSU Alumni Foundation Hillarie Ehlert, Director of Corporate and Foundation Relations X7429 Mary Jane McGarity, VP Development, X3340

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