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Legacy Society Donors

Helen J. Ackerman
Nancy Aldous
Anonymous (3)
Florence H. Ashby and Laird B. Anderson
Lena S. Barnett, Esq.
Michael P. Bentzen
Estate of Patricia B. Bissell
Steven M. Brockett
Pauline B. Campbell
William E. Campbell
Milton F. and Alice C. Clogg
Shirley R. Cohen
Eulalia Shizu Coles
Christopher W. and Carol P. Cornwell
The Honorable Gene W. Counihan
David S. Davidson
Estate of William B. Davison II
Dr. Donald K. Day
Thomas J. Delaney, Jr.
James H. and Frances A. Denny
Elizabeth L. D'Entremont
Patricia C. Dickinson
Judith R. Docca, PhD
Michael and Gabrielle Farrell
Nita A. Farrell
Marjorie C. Gallagher
Patrice Ghezzi
Dr. Norman D. and Yoshiko K. Glick
Sol and Dorothy Graham
Claudia Greer
Bernice G. Grossman
Karen Gruner
Dorothy M. S. Hall
Estate of Thomas P. Hazard
Joan E. Hekimian
Robert J. Helsley
Donna E. Hoffacker
Charles M. Holland
Dr. Mamie Howard-Golladay
Tacy L. Holliday and Jennifer L. Randolph
Tom Hui
Eugene L. Jeffers
Lucy S. Keker
Thomas E. Kenney
Marilyn K. and John M. Kucharski
Thomas and Lucy Long
James and Catherine R. McCormick
Pete McGlaughlin
Ruth L. Meixner-Bird
Bella Mischkinsky
Marcia. L. Meltzer
Robert P. and Mary H. Moltz
Ronald V. and Gloria J. Murad
Sgt. James H. Murdock, Jr.
Nancy Jablonski Nuell
Charlene R. and Fredrick E. Nunley
Paul L. Peck
DeRionne P. Pollard and Robyn A. Jones
Mary Jane Reiblich
Donald A. Saltz
Ralph and Judith A. Sawyer
Catherine F. Scott
Jeff and Paula Sella
Adi and Iris Shmueli
Lawrence A. and Roberta F. Shulman
Barbara Smotrich
Clarice Somersall
Otto E. Spokas
Danielle Stescki
Barbara R. Stout
James Y. and Carolyn Terry
Barbara L. Thorn
Edward Norman Van Duyne
Suzanne A. Vaughn
Jessica L. and Gilbert A. Warnick
Robert A. and Patricia D. Watson
Dr. Kenneth S. Weiner and Ms. Myra E. Turoff
Elizabeth K. Weisburger, PhD
Joseph M. and Anne E. White
Richard S. and Carol A. Will
David L. and Audrylee M. Williams

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Montgomery College

Montgomery County, MD


©, Montgomery College

A charitable bequest is one or two sentences in your will or living trust that leave to Montgomery College Foundation a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give, bequeath and devise $____________________ or ________________ (list specific asset or assets) to the Montgomery College Foundation (Tax ID 52-126-7008), a charitable corporation presently having offices at 40 West Gude Drive, Suite 220, Rockville, MD 20850."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Montgomery College Foundation or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Montgomery College Foundation as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Montgomery College Foundation as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Montgomery College Foundation where you agree to make a gift to Montgomery College Foundation and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.