COVID-19
Admissions
Academics
Student Life
Athletics
Give
myMontreat

Select Page

Home » Support Montreat » President’s Circle » Gift in Will or Living Trust » Legacy Society Quiz

About
Will and Living Trust
Gift Annuity
Donor-Advised Fund
Life Insurance
Endowment

Quiz

I am most interested in making a gift to Montreat College that:*

Allows me to see my gifts in action during my lifetime.

Leaves a legacy at Montreat College and will benefit our mission after my lifetime.

The financial benefit that most interests me is:*

Obtaining an income tax deduction.

Eliminating or reducing capital gains tax.

Giving without affecting my disposable income.

Creating a secure financial future for my family.

You should consider:

An outright gift of cash
An outright gift of appreciated securities
An outright gift of real estate
An outright gift of tangible personal property
Creating a donor advised fund

You should consider:

A gift of appreciated securities
A gift of appreciated real estate
A gift of appreciated tangible personal property
Creating a donor advised fund with appreciated assets

You should consider:

A gift of life insurance
A gift of tangible personal property

You should consider:

Creating a charitable lead trust

The financial benefit that most interests me is:*

Receiving regular payments for myself, my spouse or a loved one.

Retaining flexibility and control of my assets.

Saving on estate taxes.

Obtaining an income tax reduction.

You should consider:

Creating a charitable gift annuity
Creating a charitable remainder trust

You should consider:

A bequest in your will or living trust
Naming us beneficiary of your retirement plan assets, life insurance, bank accounts or investment accounts
A gift of a retained life estate

You should consider:

A bequest in your will or living trust
Naming us beneficiary of your retirement plan assets, life insurance, bank accounts or investment accounts
Creating a charitable remainder trust
A gift of life insurance

You should consider:

Creating a charitable gift annuity
A gift of life insurance
A retained life estate
Creating a charitable remainder trust

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

Next Steps

Contact Joe Kirkland, Counselor to the President – Planned Giving, at 828.419.2045 or joe.kirkland@montreat.edu for additional information on planned giving.
Seek the advice of your financial or legal advisor.
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.

VIEW MY FREE BROCHURE

Planned Giving Resources

National Christian Foundation
American Council for Gift Annuities - Current Gift Annuity Rates
IRS Secure Act 2020
Planned Giving Tool Kit
Fidelity
Charles Schwab Investments

Admissions
Visit
Apply for FREE
Undergraduate
Adult & Graduate
Online
Tuition & Aid
Academic Catalog

About
Mission
Leadership
Locations
Event Services
Weddings
Reflection Magazine
Jobs

Student Life
Residence Life
Special Events
Montreat Blog
Bookstore
Library
Spiritual Formation
Thrive Center

Quick Links
MyMontreat
Alumni
Academic Calendar
Support Montreat
Directory
Registrar
Carolina Cyber Center

Facebook
Twitter
Instagram
Vimeo
YouTube

© 2021 Montreat College | Privacy Policy and Terms of Service
310 Gaither Circle | P.O. Box 1267 | Montreat, NC 28757 | 828.669.8012 | admissions@montreat.edu

Consumer Information | Accreditation | Think 2 Impact | Campus Safety | Title IX | Military Students | Academic Calendars | Student Achievement

This website uses cookies to improve your experience. Read More ACCEPT

Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.

Necessary

Always Enabled

Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.

Non-necessary

Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.

SAVE & ACCEPT