Endowments | Montreat College in North Carolina
President's Circle Legacy Society

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Endowment

Endowments infographic

An endowment is a permanently restricted named fund, which can be designated for a specific institutional purpose as directed by a planned gift. Here are a few considerations for establishing a named endowment at Montreat College:

  • Honor or remember someone special in your life by naming an endowment and providing a scholarship gift to students in perpetuity.
  • While you are living, set up an endowment, and include a gift at the time of your final estate distribution. Review, print, complete, and send in this form.
  • Share your legacy by naming a fund to support faculty, college operations, or general capital projects as determined by the college’s strategic plan and mission goals.

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Not sure how to get started?

Answer a few simple questions, and we’ll point you down the right path.

Want to speak with someone at the college?

Brian Guengerich

Brian Guengerich ’06
Vice President for Advancement
828.419.2107
brian.guengerich@montreat.edu

Next Steps

  1. Contact Brian Guengerich ’06​, Vice President for Advancement at 828.419.2107 or brian.guengerich@montreat.edu for additional information on planned giving.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Montreat College in your estate plans, please use our legal name and federal tax ID.
    1. Legal Name: Montreat College
    2. Address: P.O. Box 1267, Montreat, NC 28757
    3. Federal Tax ID Number: 56-0543261

Learn about the many benefits of a charitable gift annuity in our FREE guide.