Gift Planning

Leave a Legacy with The Mount Vernon School

Making a planned gift is a wonderful way to show your support and appreciation for The 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 Plannerâ„¢ 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 the 1972 Society

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

Planned Giving Blog

Three Strategic Giving Options in Times of Market Volatility
Even in times of economic uncertainty, there are tax-smart giving options for the charitably minded. Read more to learn how to maximize your philanthropy in a volatile market. Read more

Petunias, Tulips, and Philanthropy: Annual and Perennial Ways to Make a Charitable Impact
Have you ever considered how annual and perennial flowers are like annual and planned charitable giving? Read more to learn ways you can support our mission now and in the future. Read more

Things Your Tax Return Wants You to Know About Tax-Smart Charitable Giving Opportunities
Tax Day, April 15, 2025, is right around the corner. For those who have already filed their taxes, the die is cast for 2024. Read more