Estate and gift planning can benefit you and Monmouth College

Monmouth College is a very special place. For over 155 years, this private liberal arts college in Illinois has been educating and preparing our students to become leaders of their professions and communities. We are very grateful for the generous support of alumni, parents, and other friends who care about our institution and believe in the value of higher education. By clicking the links in this section, you will read information and stories about the ways you can make meaningful contributions that will strengthen Monmouth College now and in the future.

Thoughtful estate and gift planning can benefit the college and you, the donor. For example, by making a contribution of appreciated property (e.g., securities and real estate), you can receive a federal income tax deduction for the full fair market value of the property plus you avoid all capital gains tax. Some planned gifts -- charitable remainder trusts, gift annuities, and pooled income funds -- can provide reliable income to you in addition to a significant tax deduction. You can also leave your legacy at Monmouth by naming the college as a charitable beneficiary in your will, living trust, or life insurance policy.

Major and planned gifts are very important to the continued advancement and quality of Monmouth College. The college is proud and honored to recognize the generosity of alumni and friends. Several naming opportunities are available, including scholarships, endowed faculty chairs and professorships, classrooms and laboratories in buildings, academic program funds, etc.  

Thank you for your interest and for visiting the Monmouth College Estate and Gift Planning web site. Please contact me to receive more information and to discuss the possibilities.

Mary Stahl
Senior Development Officer
Monmouth College
309-457-2151 or mstahl@monm.edu

Personal Planner

Income for Surviving Spouse Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ...

Fixed Income for Retirement After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.

Peace of Mind Gift Annuity Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.

Sale and Unitrust Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.

The Retirement Unitrust Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

• View the donor stories.
• View a personal color story for yourself.
• Read the Personal Planner.
• View the Personal Finance Note for this week.
• Learn about personal finance news.
• Meet our planned giving staff. We are here to help you.
• Sign up for our free weekly personal finance newsletter.

• View the latest charitable tax news.
• Research charitable tax questions.
• Calculate a charitable deduction.
• Sign up for the free weekly charitable tax e-newsletter.