Tax and Estate Planning

While the development staff of the University will be pleased to discuss how planned gifts can benefit the Montclair State University Foundation, tax planning is an important aspect of charitable giving. The tax laws are specifically designed to encourage charitable giving by lowering the cost of making a donation or a bequest. The Foundation urges donors to consult their personal tax and legal advisors in regard to all charitable gifts.

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.