Leave a Legacy

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.

QCDs
IRA owners age 70½ or older have the option to transfer up to $100,000 to charity tax-free each year. These transfers, known as qualified charitable distributions or QCDs, offer a great way to easily give to charity before the end of the year. Moreover, for those who are at least 72, QCDs count toward the IRA owner’s required minimum distribution (RMD) for the year. Montgomery History accepts QCD contributions.

Other options:
Real Estate

For additional information, please contact our development director.