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

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Will and Living Trust
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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:

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

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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?

Garrett Luck

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

Next Steps

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.

VIEW MY FREE BROCHURE

Planned Giving Resources

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

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