Thoughtful estate and gift planning can benefit the college and you, the donor. For example, by making a contribution of appreciated property (e.g., securities and real estate), you can receive a federal income tax deduction for the full fair market value of the property plus you avoid all capital gains tax. Some planned gifts -- charitable remainder trusts, gift annuities, and pooled income funds -- can provide reliable income to you in addition to a significant tax deduction. You can also leave your legacy at Monmouth by naming the college as a charitable beneficiary in your will, living trust, or life insurance policy.
Thank you for your interest and for visiting the Monmouth College Estate and Gift Planning web site. Please contact me to receive more information and to discuss the possibilities.
Mary Stahl Senior Development Officer
Donor Stories
Peter and Gail Williamson were nearing retirement. Over the years, with the help of their financial advisor, they made solid...
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