Beyond Today: Planning for a Lasting Impact

🔥 Lottery: Aug 27–Sept 2 • Full registration: Aug 28
Dates: October 2, 2025
Meets: Th from 2:00 PM to 4:00 PM
 Location: Bozeman, MT - Hope Lutheran Church
Cost:  $0.00

There are still openings remaining at this time.

Date Day Time
10/02/2025Thursday2 PM to 4 PM

OR

Please note: This course program requires membership in a 2025-2026 OLLI at MSU Membership

Description

You've built a strong financial foundation and are now considering how to make a lasting impact. Whether you're exploring larger charitable gifts, thinking about your legacy, or simply wondering how to balance generosity with long-term security, this session is designed for you.

Join us for a practical, conversation-style presentation that demystifies planned giving for individuals who want to give with heart and clarity. We'll walk through how to evaluate nonprofits thoughtfully, navigate legal and tax considerations, and design giving strategies that align with your values and financial goals. We'll also explore how to plan during economic uncertainty, including how to give while ensuring you and your loved ones remain financially secure.

This session is ideal for individuals or couples who feel their finances are in order and are ready to be more informed as they take the next step in their giving journey to plan for the future and leave a legacy that thoughtfully aligns with their current values.

Bring your questions, curiosity, and sense of purpose-we'll provide clarity, strategy, and resources to help you move forward confidently.

Program Takeaways

  • Why and how individuals choose to include philanthropy in their estate plans.
  • How to research and vet nonprofits for impact and integrity.
  • Including charitable giving in your will or estate plan.
  • Giving through donor-advised funds, charitable trusts and appreciated assets.
  • Planning for generosity without compromising your retirement or long-term needs.
Fee:  $0.00

Bozeman, MT - Hope Lutheran Church

2152 Graf St
Bozeman, MT 59718
View the location on a map.

Kevin Brown

Kevin Brown is the Associate Vice President of Estate, Trust and Gift Planning for the Montana State University Alumni Foundation. He's been with the MSU Alumni Foundation since 2012 and previously served as unit lead for the College of Agriculture and College of Engineering. Kevin brings over 29 years of nonprofit experience to MSU, including over 25 years of fundraising experience. His expertise includes event, major and planned gift fundraising. Before joining the team at Montana State, Kevin worked for the Rocky Mountain Elk Foundation. After leaving the Elk Foundation in 2008, he became the Executive Director of the Big Hole Watershed Committee. Kevin has extensive experience with real estate transactions, trusts, annuities, grant administration, major gift fundraising campaigns and personnel and nonprofit management. Kevin is a Certified Specialist in Planned Giving.

Traci Weller

Traci Weller is the Senior Director of Estate, Trust and Gift Planning at the Montana State University Alumni Foundation, bringing over 30 years of nonprofit experience, including two decades in higher education at institutions such as the University of Colorado, Colorado School of Mines and Montana State University. Her expertise spans major and annual giving, corporate and foundation relations, event planning, planned giving and nonprofit leadership. A Certified Fundraising Executive since 2004 and a Certified Specialist in Planned Giving since 2015, she has been a dedicated member of the Association of Fundraising Professionals for over 20 years. She will serve as President of the AFP Montana Chapter in 2026. She's held board roles with numerous organizations, including the Noon Rotary Club, Montana Shares and Heart of the Valley Animal Shelter, and she is a graduate and past chair of Leadership Bozeman.