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.
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
Win-Win Plan Balances Charitable and Family Financial Goals
Did you know you can make a current gift to support our work and replace that asset in your estate with life insurance? Read more to learn about the benefits of such a plan. Read more
An Estate-Planning Checklist for the New Year
Have you recently created or updated your estate plan? Read more to learn about some of the key elements you should be sure to include in a complete estate plan. Read more
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
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