The Legacy Society is a group of special alumni and friends of Montreat College who make a planned gift by including the college in their estate settlements. A planned gift can be as simple as designating Montreat College as a beneficiary of your taxable assets, IRAs, and Transfer on Death accounts; or setting up a revocable trust or will. In cases where lifetime income or bequeathing complex gifts of real estate and tax-deferred retirement assets is important, it is best to seek professional advice.