Monarch

Ways to Give

Monarch Society - Giving TimeThere are many ways you can make an impact through a gift. To make a gift or inquire about any of the giving options outlined below, contact the Office of Development at (704) 986-1584. We want you to join us in the Dream Revolution today!

The Monarch Society
The benefit of your Monarch Society gift is immediate. Your contribution now will provide needed assistance people supported this year. To make a gift or get more information, call the Development Office at (704) 986-1584.

Endowment Gifts
Endowed gifts provide a special opportunity for contributors to provide for the present, as well as the future of Monarch. The principal of an endowment gift is invested by Monarch, and a portion of the annual interest earned is used to support the cause selected by the donor. The remaining interest earned is reinvested in order to grow the principal of the fund.

A gift made today will continue provide for people supported by Monarch, year after year. To talk with someone about the possibility of establishing an endowed fund, call the Development Office at (704) 986-1584.

A Gift of Stock
An outright gift of appreciated marketable securities is one of the most attractive methods of realizing your charitable intentions. A gift of stock is eligible for an income tax deduction, and you do not incur capital gains tax on the transfer.
For securities held by you, send or deliver unendorsed certificates by first class mail along with a letter of transmittal giving your name, address, and the purpose of the gift. Under separate cover, mail to the same address a stock power executed in blank along with a copy of your letter of transmittal.

Should your securities be held by your bank or broker, ask the bank or broker to call Monarch’s Finance Office at (704) 986-1522 for account transmittal information.

Real Estate and Precious Metals
An outright gift of unencumbered real estate or precious metals enables you to make a significant gift to Monarch. These gifts do not incur capital gains tax on the transfer of a highly appreciated asset. You may give your entire interest or fractional interest in the property. Call Development Office at (704) 986-1584 to learn of your tax benefits and to discuss the process of transferring property to Monarch.

Planned Giving
Families and Friends of Monarch wish to support the agency but for a variety of reasons choose to defer their gifts into the future. Through planned giving, donors are able to fulfill wishes while retaining ownership and use of their property throughout their lifetime. Options such as bequests, charitable remainder and lead trusts, gift annuities, life insurance and retirement plans assure a donor’s financial security now Monarch’s later. There are often tax advantages as well.

The Society of 1958 recognizes individuals who make Monarch part of their estate plans either through their will or by naming Monarch as the beneficiary of any of the planned giving instruments listed above. For more information about planned giving options, contact the Office of Development at (704) 986-1584.

Administrative Office: 350 Pee Dee Avenue, Suite 101, Albemarle, NC 28001
Phone: (866) 272-7826 | Fax: (704) 982-5279