Secure Her Future. Build Your Legacy.
The 1927 Legacy Circle was established to honor the dedication of the Sisters of St. Mary of Namur and recognize members who have planned a future gift in support of Mount St. Mary Academy and our mission.
Within a nurturing, academically challenging, and inclusive environment, the Academy strives to develop the gifts and potential of the whole person. Guided by our Catholic tradition and rooted in Gospel values, we empower scholars to be leaders dedicated to lifelong learning, moral integrity, social justice, and service to and inclusion of others.
By including MSM in your estate and financial plans, you are helping to sustain our mission and ensuring that future generations of Mounties have access to an affordable and accessible education. By joining the 1927 Legacy Circle and making a planned gift, you are helping to ensure that Mount St. Mary Academy continues to provide a nurturing, academically challenging, and inclusive environment where we develop the gifts and potential of the whole person.
Secure Your Legacy. Cultivate the Leaders of Tomorrow.
- Wills and Bequests:
By creating a bequest through your will or naming Mount St. Mary Academy as a beneficiary of a retirement plan, you are making your mark on the MSM legacy. Bequests are a flexible and popular way to achieve your charitable goals.
The most common type of bequest is unrestricted, which allows the school to use your gift where it is needed most. If you wish to support a particular program or initiative, we will work with you to ensure that your request is executed correctly. - Charitable Gift Annuities:
A charitable gift annuity allows you to make a substantial gift to Mount St. Mary Academy while securing a lifetime income for you or a loved one. These gifts are simple, low-cost, and provide a fixed income for life. Gift annuities are available at a variety of gift levels, with a minimum gift of $10,000. They may also provide tax benefits when funded with appreciated assets. - Life Insurance:
Life insurance can be a great way to make a substantial gift over time while potentially receiving tax benefits. By donating life insurance, you may be able to make a larger gift than you could otherwise.
If you have an existing policy that is no longer needed to protect your children, spouse, or business interests, you can name Mount St. Mary Academy as your policy’s beneficiary. If you wish to purchase a new life insurance policy to benefit Mount St. Mary Academy, you can designate Mount St. Mary Academy as the owner and beneficiary.
With a new life insurance policy, you may be entitled to an income tax deduction for your initial contribution and premium payments each year, subject to applicable tax rules.
Ready to Make a Lasting Impact?
For more information about how your gift can shape the future of MSM, please contact:
Director of Institutional Advancement
- Call: 716-877-1358 ext 157
- Email: bprince@msmacademy.org