A charitable gift annuity is a way to make a gift to Montgomery Bell Academy, receive income for yourself or others and be entitled to a current income tax deduction for a portion of the assets given to fund the gift annuity.

A deferred gift annuity provides fixed payments to you for life in exchange for your gift of cash or securities. The payments start on a date you choose that is at least one year after you make the gift.

Do you want to benefit from the tax savings that result from supporting Montgomery Bell Academy? A trust can reduce or even eliminate any gift or estate tax that might otherwise be due in your charitable donation to MBA.

A charitable remainder unitrust can help you maintain or increase your income while making a significant gift to Montgomery Bell Academy. If your unitrust grows, your payments will grow too, providing a hedge against inflation.

You can now make a Qualified Charitable Distribution in exchange for a charitable gift annuity and receive fixed income for life.