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. 312 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.

    To transfer stock gifts electronically, please contact us at 508-359-2423 ext. 312 for assistance.

Development & Alumnae Office

List of 2 members.

  • Photo of Magdalena Horsburgh

    Magdalena Horsburgh 

    Associate Director of Development & Alumnae
    (508) 359-2423 x344
  • Photo of Beatrice Farr

    Beatrice Farr 

    Development Coordinator
    (508) 359-2423 x312
An independent school for girls in grades 6-12
Inspired by the teachings of the Catholic Church