Gift Planning

Leave a Legacy with Mount Vernon School

Making a planned gift is a wonderful way to show your support and appreciation for Mount Vernon School and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals. We recommend that you familiarize yourself with various gift options by exploring How to Give and What to Give. Then compare gift options and/or calculate how these gifts could work for you. And of course, please contact us for assistance or to discuss your personal situation and objectives.

Plan by Life Stage

At various stages of our lives, we all deal with different issues, financial and otherwise. These stages of life need to be taken into account when planning your gift for Mount Vernon. The Life Stage Gift Planner™ will help guide you through the financial strategies and possible charitable solutions to the taxing problems you may be facing. To get started, choose the appropriate age category below.

resources

Planned Giving Resources

Gifts by Will

A bequest is simple, convenient, and allows you a number of options for supporting Mount Vernon.

Bequest Language

Explore the different types of bequests available for you to meet your philanthropic goals.

Join Legacy by Design

Mount Vernon School established our society to honor and recognize benefactors who have included Mount Vernon in their estate plans.

Planned Giving Blog

Use Charitable Giving’s “Superpower” to Guide Your Year-End Planning
Do you have a plan to control the most important elements of your charitable giving? Read more to learn how to make the most of your year-end planning opportunities. Read more

How New Legislation Could Affect Your Charitable Giving Before Year-End
Recently enacted legislation could mean more tax benefits for charitable gifts made before year-end. Read more to learn how to maximize your giving and save taxes. Read more

Celebrating National Estate Planning Awareness Week: October 20-26, 2025
Did you know National Estate Planning Awareness Week starts October 20? Read more to see four questions you should consider to ensure your estate plan is complete. Read more