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
What Types of Assets Can You Give to Support Your Favorite Charities?
What are the best types of assets to give to support the causes that mean the most to you? Read more to explore your options for tax-smart charitable giving. Read more
How to Leave a Charitable Legacy and Provide for Adult Children with Your IRA
It is possible to use IRA assets to provide for both loved ones and your favorite charitable causes. Read more to learn about the most tax-advantaged ways to arrange your gifts. Read more
Four Tax-Saving Opportunities to Benefit Nonitemizers This Year
Do you know all the ways you can benefit from smart tax planning this year? Read more to learn about four opportunities to maximize both your tax savings and philanthropic impact. Read more
© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer