Planned|Giving

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Support The Arc Montgomery County
in a Meaningful Way

  • Your charitable gift will provide vital support for our projects, activities and goals
  • You can enjoy immediate or deferred tax benefits for you and your family
  • Your contribution will influence the well-being of others far into the future
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How to Give

How To Give

Giving to The Arc Montgomery County can be achieved either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.

  • Bequest
    You designate The Arc Montgomery County as the beneficiary of your asset by will, trust or beneficiary designation.
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  • IRA Rollover
    Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
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  • Beneficiary Designation Gifts
    You can designate The Arc Montgomery County as a beneficiary of a retirement, investment or bank account, or of your life insurance policy.
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  • Charitable Gift Annuity
    You transfer cash or appreciated property to The Arc Montgomery County in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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  • Charitable Remainder Unitrust
    You transfer cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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  • Charitable Remainder Annuity Trust
    You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and uses the proceeds to provide you with fixed income for life or a term of years.
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  • Charitable Lead Trust
    You fund a trust that makes gifts to The Arc Montgomery County for a number of years. At the end of the period, your family receives the trust remainder at substantial tax savings.
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  • Sale and Unitrust
    You give a portion of your property to The Arc Montgomery County to fund a charitable remainder trust. When the property sells you receive cash and income for life.
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  • Bargain Sale
    The Arc Montgomery County purchases your property for less than its fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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  • Give It Twice Trust
    You provide your children with a stream of income while making a gift to The Arc Montgomery County.
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  • Life Estate Reserved
    You give your property to The Arc Montgomery County but retain the right to use the property during your life.
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