Giving back to Montana Western
The mission of the UMW Foundation guides us in raising support for the benefit of the students and programs at UMW. Our vision is a community where there is excellence in higher educaiton and all people have access to this opportunity.
Investment Objective of the UMW Foundation
The UMW Foundation investment objective is defined as balanced. This objective incorporates a balanced emphasis between current income and longer-term capital appreciation. Assets are primarily invested in equity and fixed-income securities with a moderate to strong emphasis on capital appreciation and current income.
Financial Statements
The University of Montana Western Foundation has provided financial statements for your information.
2022-2023 Financial Statements
2021-2022 Financial Statements
2020-2021 Financial Statements
