Planned Giving

Long-term support for Montgomery Hospice's work makes it possible for us to offer a consistent level of important services. There are many ways to show appreciation for our work, while also addressing your financial goals.

We encourage you to discuss options with your financial advisor.

Bequests—You may choose to name Montgomery Hospice as a beneficiary in your will or estate. Gifts made through a will or trust can be a particular item, asset, dollar amount or percentage of your estate.

To include Montgomery Hospice as a beneficiary in your will or estate, identify us as:
Montgomery Hospice, Inc.
1355 Piccard Drive, Suite 100
Rockville, MD 20850

Stocks and securities—Donors of stock and securities generally take a tax deduction on the original cost and on any "paper profit— from the gift. There are no capital gains taxes due when you give stocks and securities.

Annuities—Gift annuities offer significant benefits, such as guaranteed lifetime income, some of it tax-free; a charitable income tax deduction; partial savings on capital gains tax if you give appreciated stocks; reduced estate taxes and probate costs; and the opportunity to give a larger gift than you may have thought you could afford.

Real Estate—Donations of property that has been paid off can offer substantial tax advantages. You can deduct the fair market value of the property, avoid all capital gains taxes and also remove the property as an asset from a taxable estate.

IRA Donations—New tax incentives apply to donors who are age 70 1/2 or older. The Pension Protection Act of 2006 encourages donations made from IRAs by making it possible to transfer these assets with no tax implications to your estate.