Planned Gifts

Larger gifts can be made through real estate, trusts, life insurance, and bequests. Planned giving benefits both the donor and Mount Vernon. By enabling donors to make larger gifts than they thought possible, and through careful investment of planned gift proceeds, Mount Vernon benefits by receiving funds with an enhanced value.

Donor benefits include:

• The ability to give a variety of assets-stocks, cash, life insurance, trusts, real estate or tangible personal property
• Income benefits for life or a term of years
• Possible increase in the yield from investments
• Charitable income tax deductions
• Reduction or elimination of capital gains or estate taxes

As a donor, the income from your planned gift can be used for purposes such as retirement income or to help fund your child's or your grandchild's education.

When considering a planned gift to Mount Vernon Presbyterian School, we recommend that you consult your tax advisor before claiming a deduction.

Please call the Advancement Office at 404-252-3448 for more information.