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 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 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

Celebrating National Estate Planning Awareness Week: October 19-25, 2026
Are you interested in creative ways to ensure that your estate plan effectively meets your personal and charitable goals? Read more to explore some tax-smart options. Read more

Planning with Stocks: Use Your Charitable GPS to Find the Exit Ramp to Savings
Whether or not the value of your stocks and securities has grown, you can use them to fund charitable gifts and realize tax benefits. Read more to learn about three tax-savvy options. Read more

National Make-A-Will Month: The Perfect Time to Create or Review Your Will
Do you have a will that reflects your current personal and charitable goals? If not, now is the time to act! Read more for answers to four key questions about creating your will. Read more