Financials

The mission of the University of Montana Western Foundation guides our efforts to raise, steward, and invest private support for the benefit of Montana Western students and programs. Our vision is a community where excellence in higher education thrives and access to the opportunity is available to all.

Responsible financial stewardship is central to this work. We are committed to managing gifts with care, transparency, and accountability—ensuring donor generosity has both immediate impact and lasting value.

Investment Objective of the UMW Foundation

The UMW Foundation maintains a balanced investment objective that emphasizes both current income and long-term capital appreciation. Assets are allocated across diversified equity and fixed-income investments, with a moderate to strong emphasis on growth and income, to support present spending needs while protecting the long-term value of endowed and restricted funds.