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.

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  • 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.

    To transfer stock gifts electronically, please click here or contact us at 508-359-2423 ext. 314 for assistance.

Development & Alumnae Office

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  • Photo of Mary Lashmit

    Mary Lashmit 

    Director of Development & Alumnae
    508-359-2423 x311