Planned Giving
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Philanthropy at MBA is as old as the school itself. Founded on the visionary gift of Montgomery Bell, MBA has served generations of young men in its nearly 150 year-old history.
Donors, past and present, have helped to establish MBA as a leader in all-boys education. By making a planned gift, you ensure MBA’s tradition of excellence continues for years to come.
Learn how the new Coronavirus Stimulus Package may affect your giving: The CARES Act
Getting Started
There are many planned gifts that won’t affect your existing financial resources, but will have a significant impact on MBA. Give to the school you care so much about, while maintaining control and flexibility.
Make a Bequest
A bequest is a gift provision in your will or revocable living trust. All assets, including cash, securities, real estate, and tangible personal property, may be transferred to Montgomery Bell Academy at the end of your life.
The Ideal Gift for You?
When determining the right gift option, it’s vital to first decide your most important personal and family goal. This could range from maximizing tax benefits to preserving assets.
Donor Stories
Each and every day donors to Montgomery Bell Academy are contributing to our mission and helping our school make a lasting impact on students' lives.
