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Planned and Estate Giving

Leaving a legacy gift to Montco SAAC is a profound way to ensure that your values and commitment to our community endures for generations. Your thoughtful planning can provide vital support for our programs and services, helping us to continue offering a safe, engaging, and supportive environment for senior adults. By including Montco SAAC in your plans, you not only honor your life's passions but also create a lasting impact that will be remembered and cherished by countless individuals and families.

At Montco SAAC, we understand the importance of thoughtful and meaningful giving. Your generosity can leave a lasting impact on our community, providing vital support for our programs and services. We offer various options to help you make a planned or estate gift that aligns with your financial goals and philanthropic desires. Our resources are available to assist you every step of the way.

Gifts of Stock

By donating appreciated stocks, bonds, or mutual fund shares held for more than one year, you can make a significant contribution without using cash. This method allows you to claim a federal income tax charitable deduction for the full appreciated value of the securities. Additionally, you will not incur capital gains tax, making this a cost-effective way to give.

Gift in Your Will (Estate Gifts)

A charitable bequest made through your will can ensure your legacy lives on through Montco SAAC. You can specify a particular dollar amount, asset, or percentage of your net estate. For more information on leaving an estate gift, please contact us, and we will be delighted to collaborate with you and your financial advisors.


Sample Bequest Language

  • Specific Amount: "I give, devise, and bequeath $_____ to Senior Adult Activities Center of Montgomery County ("MontCo SAAC"), TAX I.D. # 27-0268541. Montco SAAC may be contacted in care of 536 George Street, Norristown, PA 19401."

  • Remainder of an Estate: "I give, devise, and bequeath to Montco SAAC, TAX I.D. # 27-0268541, all [or state the fraction or percentage] of the rest, residue, and remainder of my estate, both real and personal."


IRA Beneficiary Gifts

Designating Montco SAAC as a beneficiary of your IRA can be a tax-efficient way to support our mission. Your IRA can be heavily taxed if left to heirs, but gifting it to charity incurs no tax, allowing your full donation to benefit the community.


Donor Advised Funds

Beyond making gifts from your Donor Advised Fund during your lifetime, you have options for distribution:

  1. Designate a successor (often children or grandchildren) to continue distributions.

  2. Allocate the remainder to Montco SAAC.

  3. Allow the sponsoring charity to use the remainder according to its mission, which might not align with your passions as closely as Montco SAAC would.


Gifts of Real Estate

Consider the following options for giving real estate:

  • Outright Gift: Donate your property directly.

  • Bargain Sale: Sell your property to Montco SAAC for less than its market value.

  • Life Estate: Retain the right to use your property for life while gifting it to Montco SAAC.

Contact Us

For more information or to discuss your planned and estate giving options, please contact us at [Your Contact Information]. Together, we can make a significant impact on the lives of the seniors we serve.


Please contact us for more information!



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