Planned Giving

Planned Giving

Did you know that a planned gift to Montrose can benefit both you and the school? Our Development Office professionals will help you design a gift that will support our students and exceptional program while reducing or eliminating your income, gift, and estate taxes. 

To learn more, please contact us at 508-359-2423 ext. 314 for assistance.

List of 3 items.

  • Bequests

    An easy way to create a planned gift to Montrose. Simply include the school in your will or trust.
  • Beneficiary Designation

    Include Montrose as a beneficiary in your personal or group life insurance, your 401k, IRA or other retirement plan.
  • Appreciated Securities

    Receive a charitable income tax deduction for the full fair market value and pay no capital gains when you donate appreciated securities to Montrose.