Life Income Plans

A variety of planned gift options is available for alumni and friends of the University who would like to make tax-wise gifts that will meet their financial objectives and philanthropic goals. A life income plans booklet is available, free of charge, through the Office of Development. For more information please contact Jan Smith at 973-655-3439 or via email at smithja@mail.montclair.edu.

For more information based on your specific situation it is important to consult with your attorney, tax professional or investment professional. Also, our own knowledge of charitable giving methods is available for you and your advisors, with no obligation.

For more information or to receive a personalized calculation of how you could benefit from a planned gift to the Montclair University Foundation, please contact Jan Smith at 973-655-3439 or via email at smithja@mail.montclair.edu.

The information on this site is not intended as legal, tax or investment advice. For such advice, please consult an attorney, tax or investment professional.