Mount Saint Dominic Academy

Planned Giving

If you would like to know more about planned giving, contact Tracey Taylor in the Development Office at 973 226-0660 ext. 1130 or ttaylor@msdacademy.org or your financial advisor.

Planned giving options include

Bequests
Allocating a gift to the Mount in one’s will, a bequest, is a simple way to benefit the Mount which may also reduce the taxes owed on the donor’s estate.

Charitable Gift Annuities
A donation to the Mount can become a source of regular income for the donor.

Retirement Plan Assets
The Mount can be a beneficiary of a retirement account, potentially reducing the tax burden on other beneficiaries.

Life Insurance
A donation of life insurance can provide the Mount with future income and provide no tax liability upon the donor’s death.

Charitable Remainder Trusts
The donor receives regular payments and the Mount receives the remainder for the trust at the end of a designated period.

Charitable Lead Trusts
The Mount receives fixed payments to the Mount for the term of the trust, with the donor or the beneficiaries receiving the remainder.

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