Giving

Planned Giving

List of 1 items.

  • Make a lasting gift in our future

    For more than 60 years, generations of alumni, parents, grandparents, and friends have helped advance the mission of Montini Catholic and ensure a strong future for the students we serve. While many supporters make gifts during their lifetime, others choose to make a lasting impact through a planned gift.
Planned giving allows you to incorporate Montini Catholic into your long-term financial or estate plans while creating a legacy that supports our school and its mission for years to come.

Your Gift. Your Legacy. Our Future.

There are many ways to make a planned gift, and each can offer unique benefits to you, your family, and Montini Catholic. Depending on the type of gift you choose, planned giving may:
  • Provide income for you or your family
  • Offer potential charitable income, gift, or estate tax benefits
  • Allow you to make a meaningful gift while preserving assets for your loved ones
  • Create a lasting legacy that supports future generations of Montini students
The most common planned gift is a bequest through a will or trust, but Montini Catholic welcomes many types of planned gifts and assets, including cash, securities, real estate, retirement plan assets, life insurance policies, and other property.

Become Part of the Montini Legacy

If you have already included Montini Catholic in your estate plans, we would be honored to know. By sharing your plans with us, you allow Montini to thank you for your generosity, ensure that we understand your wishes, and recognize you as a member of the Montini Catholic Legacy Society.

If you are considering a planned gift or would like to learn more about your options, we invite you to start a conversation with us.
For more information about leaving your legacy at Montini Catholic, please contact Development Directory, Anne Marie Lowery.

Montini Catholic encourages donors to consult with their financial, tax, and legal advisors when considering a planned gift to determine which option is most appropriate for their individual circumstances.