President's Circle Legacy Society

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?

Joe Kirkland

Joe B. Kirkland
Counselor to the President, Planned Giving
828.419.2045
joe.kirkland@montreat.edu

Next Steps

  1. Contact Joe Kirkland, Counselor to the President – Planned Giving, at 828.419.2045 or joe.kirkland@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.