For information about donating securities, please click here. Donating Appreciated Securities to Montpelier may reduce your income and estate taxes and avoid capital gains taxes entirely. Giving appreciated securities is a great way to make both annual gifts and those special gifts you occasionally want to make.
Gifts from an IRA:
It's simple to designate TMF as a beneficiary of all or part of your 401(k), IRA, or other qualified plan. Simply obtain a Designation of Beneficiary form from your retirement plan administrator and complete as directed. It is a great idea to use these distributions from retirement plans for charitable bequests, as they may be subject to income tax.
Supporting The Montpelier Foundation as a beneficiary of your estate planning is the ultimate gift. Because of thoughtful planning, your gift will sustain our mission and provide long-term financial support to Montpelier, while fulfilling your personal philanthropic and financial objectives. Please click here for ways you may support Montpelier through Planned Giving and become a Madison Pillar.
You may donate to Montpelier automatically on a monthly or quarterly basis. It’s a convenient and easy way to obtain the membership level you prefer and can be changed anytime. Please contact Krista Costello at 540-672-2728 x126, or email at firstname.lastname@example.org.
A financial statement is available upon request from the Office of Charitable and Regulatory Programs, Virginia Department of Agricultural and Consumer Services, P.O. Box 1163, Richmond, VA 23218.