Quiz

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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:

You should consider:

You should consider:

You should consider:

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:

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:

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?

Garrett Luck
Vice President for Advancement
garrett.luck@montreat.edu

Contact Garrett Luck, Vice President for Advancement, at garrett.luck@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.