Leave a Legacy with Planned Giving

 

While we always recommend that you consult legal counsel or your financial adviser before making any major financial decision, we offer the following options for your consideration:

 

Bequests

Through a bequest you can make a gift of assets to Montgomery History through your will. A provision in your will that names Montgomery History as a beneficiary of all or a portion of your estate will assure that you will leave a meaningful legacy in support of our mission. If you already have a will, you may consider adding a bequest through a codicil, which is a change to an existing will.

 

Charitable Gift Annuities & Charitable Trusts

Through a charitable gift annuity or charitable trust you retain an interest in the gift, with the remainder to be received by Montgomery History at a later time. There may be specific tax benefits to you and your estate in utilizing one of the planned giving tools in support of Montgomery History.

 

Life Insurance

In the event that your life insurance policy no longer has the financial significance for your family’s financial security that it once did, you may wish to consider donating the policy to Montgomery History.

 

Cash

Cash donations are the simplest way to support Montgomery History. A cash donation can be made by cash, check or credit card. Your employer may offer a matched giving program.

 

Other options:

Appreciated Stocks
Real Estate

 

Montgomery History is a 501(c)(3) non-profit organization, donations to which are deductible to the full extent of the law. Montgomery History’s current financial statement is available upon request. Information submitted to State of Maryland under the Charitable Solicitations Act is available from the Office of the Secretary of State for the cost of copying and postage.

For more information, please Katharine Stewart at 301-340-2825 or by email.