Discover which planned gift type best suits your financial goals and needs by completing this short quiz!

Ways to give

Outright gift of cash

Your Goal: Make an immediate impact at Mount Aloysius College with a simple, straightforward gift.

Your Benefit: You’ll see your generosity in action right away—and may receive an income tax deduction for your gift.

How to Make Your Gift: Write a check, make a gift online with a credit card, or initiate a bank transfer to support the Mount.

 

Outright gift of appreciated securities

Your Goal: Give in a tax-efficient way while supporting Mount Aloysius.

Your Benefit: You can avoid capital gains taxes and receive an income tax deduction based on the fair market value of the securities.

How to Make Your Gift: Transfer stocks, bonds, or mutual funds directly to Mount Aloysius. Our team can provide easy instructions for your broker.

 

Outright gift of real estate

Your Goal: Make a significant gift while reducing the burden of property ownership.

Your Benefit: Avoid capital gains tax, potentially reduce income taxes, and make a major impact on the Mount’s mission.

How to Make Your Gift: Donate your home, land, or other real estate directly to Mount Aloysius. We’ll work with you to evaluate and accept the property.

 

Outright gift of tangible personal property

Your Goal: Contribute valuable items that support Mount Aloysius’ mission or can be sold to benefit students.

Your Benefit: Receive a tax deduction based on the fair market value of the item—if it aligns with our mission—and free yourself from storage, insurance, or upkeep costs.

How to Make Your Gift: Give items such as artwork, collectibles, or equipment. We’ll help determine if your gift meets our acceptance criteria.

 

Creating a donor advised fund

Your Goal: Establish a flexible giving tool that allows you to support Mount Aloysius over time.

Your Benefit: Receive an immediate tax deduction while recommending grants to Mount Aloysius and other charities at your own pace.

How to Make Your Gift: Open a DAF with a financial institution or community foundation, then recommend Mount Aloysius College as a grant recipient.

 

Next Steps

If you’d like to discuss how a planned gift can support Mount Aloysius and make a lasting impact, hit the Next button to send us your name and phone number! If not, you can now close this page.

Ways to give

Outright gift of appreciated securities

Your Goal: Give in a tax-efficient way while supporting Mount Aloysius.

Your Benefit: You can avoid capital gains taxes and receive an income tax deduction based on the fair market value of the securities.

How to Make Your Gift: Transfer stocks, bonds, or mutual funds directly to Mount Aloysius. Our team can provide easy instructions for your broker.

 

Gift of Appreciated Real Estate

Your Goal: Turn a valuable property into a meaningful gift—without the hassles of selling it yourself.

Your Benefit: Avoid capital gains taxes, reduce your income tax liability, and remove the property from your estate—while making a transformational gift.

How to Make Your Gift: Donate appreciated real estate such as land, a vacation home, or commercial property. We’ll help you evaluate the property and guide you through the transfer process.

 

Gift of Appreciated Tangible Personal Property

Your Goal: Give a valuable item—such as art, antiques, or collectibles—that has increased in value.

Your Benefit: You may avoid capital gains taxes and receive a charitable deduction based on the full fair market value, if the item supports our mission.

How to Make Your Gift: Donate appreciated items to Mount Aloysius. We’ll review the property to ensure it aligns with our gift acceptance policies and provide the necessary steps to complete your gift.

 

Creating a donor advised fund

Your Goal: Establish a flexible giving tool that allows you to support Mount Aloysius over time.

Your Benefit: Receive an immediate tax deduction while recommending grants to Mount Aloysius and other charities at your own pace.

How to Make Your Gift: Open a DAF with a financial institution or community foundation, then recommend Mount Aloysius College as a grant recipient.

 

Next Steps

If you’d like to discuss how a planned gift can support Mount Aloysius and make a lasting impact, hit the Next button to send us your name and phone number! If not, you can now close this page.

Ways to give

Gift of life insurance

Your Goal: Turn a modest investment into a meaningful legacy.

Your Benefit: Naming Mount Aloysius as a beneficiary or owner of your policy may offer tax advantages, and the eventual gift could be much larger than the premiums paid.

How to Make Your Gift: Name Mount Aloysius College as the beneficiary or owner of a new or existing life insurance policy.

 

Outright gift of tangible personal property

Your Goal: Contribute valuable items that support Mount Aloysius’ mission or can be sold to benefit students.

Your Benefit: Receive a tax deduction based on the fair market value of the item—if it aligns with our mission—and free yourself from storage, insurance, or upkeep costs.

How to Make Your Gift: Give items such as artwork, collectibles, or equipment. We’ll help determine if your gift meets our acceptance criteria.

 

Next Steps

If you’d like to discuss how a planned gift can support Mount Aloysius and make a lasting impact, hit the Next button to send us your name and phone number! If not, you can now close this page.

Ways to give

Creating a charitable lead trust

Your Goal: Support Mount Aloysius now while preserving assets for your heirs later.

Your Benefit: You reduce your taxable estate, support the College for a set number of years, and eventually transfer assets to loved ones—often with significant tax savings.

How to Make Your Gift: Work with your attorney and financial advisor to establish a charitable lead trust naming Mount Aloysius as the income beneficiary.

 

Next Steps

If you’d like to discuss how a planned gift can support Mount Aloysius and make a lasting impact, hit the Next button to send us your name and phone number! If not, you can now close this page.

Ways to give

Creating a Charitable Gift Annuity

Your Goal: Make a meaningful gift while receiving steady income for life.

Your Benefit: You’ll receive fixed payments for life, partially tax-free, and may qualify for a charitable deduction. After your lifetime, the remainder supports Mount Aloysius.

How to Make Your Gift: Transfer cash or appreciated securities to Mount Aloysius in exchange for a charitable gift annuity contract. We’ll work with you to calculate your rate and benefits.

 

Creating a Charitable Remainder Trust

Your Goal: Support Mount Aloysius in the future while generating income now for yourself or others.

Your Benefit: Receive income for life or a set number of years, reduce taxes, and avoid capital gains on appreciated assets. Remaining assets benefit the College.

How to Make Your Gift: Work with your financial advisor and attorney to establish a charitable remainder trust. Mount Aloysius will receive the remainder after the trust term ends.

 

Next Steps

If you’d like to discuss how a planned gift can support Mount Aloysius and make a lasting impact, hit the Next button to send us your name and phone number! If not, you can now close this page.

Ways to give

A Bequest in Your Will or Living Trust

Your Goal: Leave a lasting legacy at Mount Aloysius without affecting your current finances.

Your Benefit: Maintain full control of your assets during your lifetime while supporting students in the future. Your estate may also benefit from tax savings.

How to Make Your Gift: Include Mount Aloysius College in your will or living trust by designating a dollar amount, percentage of your estate, or specific asset.

 

Naming Mount Aloysius as a Beneficiary of Retirement Plans, Life Insurance, or Financial Accounts

Your Goal: Create a flexible gift that costs you nothing today.

Your Benefit: Avoid potential taxes for your heirs while supporting Mount Aloysius with a future gift.

How to Make Your Gift: Name Mount Aloysius College as a beneficiary of your IRA, 401(k), life insurance policy, bank account, or brokerage account. This can be done by updating your beneficiary designation form—no need to revise your will.

 

Gift of Retained Life Estate

Your Goal: Donate your home now, but continue living in it for life.

Your Benefit: Receive a current tax deduction while retaining use of your property for the rest of your life.

How to Make Your Gift: Transfer ownership of your home, vacation property, or farm to Mount Aloysius, while keeping the right to live there for your lifetime. We’ll help structure the gift to meet your needs.

 

Next Steps

If you’d like to discuss how a planned gift can support Mount Aloysius and make a lasting impact, hit the Next button to send us your name and phone number! If not, you can now close this page.

Ways to give

A Bequest in Your Will or Living Trust

Your Goal: Leave a lasting legacy at Mount Aloysius without affecting your current finances.

Your Benefit: Maintain full control of your assets during your lifetime while supporting students in the future. Your estate may also benefit from tax savings.

How to Make Your Gift: Include Mount Aloysius College in your will or living trust by designating a dollar amount, percentage of your estate, or specific asset.

 

Naming Mount Aloysius as a Beneficiary of Retirement Plans, Life Insurance, or Financial Accounts

Your Goal: Create a flexible gift that costs you nothing today.

Your Benefit: Avoid potential taxes for your heirs while supporting Mount Aloysius with a future gift.

How to Make Your Gift: Name Mount Aloysius College as a beneficiary of your IRA, 401(k), life insurance policy, bank account, or brokerage account. This can be done by updating your beneficiary designation form—no need to revise your will.

 

Creating a Charitable Remainder Trust

Your Goal: Support Mount Aloysius in the future while generating income now for yourself or others.

Your Benefit: Receive income for life or a set number of years, reduce taxes, and avoid capital gains on appreciated assets. Remaining assets benefit the College.

How to Make Your Gift: Work with your financial advisor and attorney to establish a charitable remainder trust. Mount Aloysius will receive the remainder after the trust term ends.

 

Gift of life insurance

Your Goal: Turn a modest investment into a meaningful legacy.

Your Benefit: Naming Mount Aloysius as a beneficiary or owner of your policy may offer tax advantages, and the eventual gift could be much larger than the premiums paid.

How to Make Your Gift: Name Mount Aloysius College as the beneficiary or owner of a new or existing life insurance policy.

 

Next Steps

If you’d like to discuss how a planned gift can support Mount Aloysius and make a lasting impact, hit the Next button to send us your name and phone number! If not, you can now close this page.

Ways to give

Creating a Charitable Gift Annuity

Your Goal: Make a meaningful gift while receiving steady income for life.

Your Benefit: You’ll receive fixed payments for life, partially tax-free, and may qualify for a charitable deduction. After your lifetime, the remainder supports Mount Aloysius.

How to Make Your Gift: Transfer cash or appreciated securities to Mount Aloysius in exchange for a charitable gift annuity contract. We’ll work with you to calculate your rate and benefits.

Gift of life insurance

Your Goal: Turn a modest investment into a meaningful legacy.

Your Benefit: Naming Mount Aloysius as a beneficiary or owner of your policy may offer tax advantages, and the eventual gift could be much larger than the premiums paid.

How to Make Your Gift: Name Mount Aloysius College as the beneficiary or owner of a new or existing life insurance policy.

 

Gift of Retained Life Estate

Your Goal: Donate your home now, but continue living in it for life.

Your Benefit: Receive a current tax deduction while retaining use of your property for the rest of your life.

How to Make Your Gift: Transfer ownership of your home, vacation property, or farm to Mount Aloysius, while keeping the right to live there for your lifetime. We’ll help structure the gift to meet your needs.

 

Creating a Charitable Remainder Trust

Your Goal: Support Mount Aloysius in the future while generating income now for yourself or others.

Your Benefit: Receive income for life or a set number of years, reduce taxes, and avoid capital gains on appreciated assets. Remaining assets benefit the College.

How to Make Your Gift: Work with your financial advisor and attorney to establish a charitable remainder trust. Mount Aloysius will receive the remainder after the trust term ends.

 

Next Steps

If you’d like to discuss how a planned gift can support Mount Aloysius and make a lasting impact, hit the Next button to send us your name and phone number! If not, you can now close this page.

Enter your name and phone number below, and we will reach out to you soon to discuss planned giving!