Legacy Society members are special friends who have:
- remembered the Montgomery College Foundation in their estate plans (such as a will);
- made the Foundation the beneficiary of a retirement plan, insurance plan, or bank account;
- or established a charitable gift annuity with the Foundation.
Legacy Society members receive a certificate and commemorative pin, as well as tickets to attend a special performance of a Montgomery College Summer Dinner Theatre show annually.
If you have made an estate or other planned gift to benefit Montgomery College students via the Montgomery College Foundation and have not yet informed us, please consider contacting Francene T. Walker, CFRE at 240-567-7491 or email@example.com so that you may become a Legacy Society member.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.