Every gift to the Montgomery School can contribute to the
mission of the school and the educational experience of its students. Some gifts can also benefit you, the donor. Planned gifts are structured to provide you with financial and tax advantages while assuring future resources in support of Montgomery.
Some of these benefits include:
- The satisfaction of making a significant gift to Montgomery School during your lifetime.
- Lifetime income for yourself or others with the possibility of an improved yield on your assets
- An immediate income tax charitable deduction yielding current tax savings
- Freedom from capital gains tax when using long-term, appreciated property to make a gift
- Reduction of the size of your taxable estate.
Fore more information on how you can make a meaningful gift to Montgomery part of your overall financial plan, please contact Kristen Stevens, Director of Development, 610-827-7222 or
kstevens@montgomeryschool.org.