Planned Giving

CONTINUING TO CARE FOR MONTSERRAT

For those who care deeply about Montserrat College of Art, their story — their legacy — includes planning for the college’s future. No matter your capacity to give, you can make a lasting difference for our community. You just need a plan for achieving your personal and philanthropic objectives.

WHAT IS PLANNED GIVING?

As you create or refine a plan to provide for your family’s future, and as you think about the organizations you wish to support, we hope you consider including a gift to Montserrat College of Art in your estate. A planned gift can take the form of bequests, intellectual property, charitable remainder trusts, donations of life insurance proceeds, structured gift annuities, or gifts of assets like property or stock. They can be designated to a specific program or service you feel passionate about, used to set up a new endowment, support student scholarship, or provide unrestricted aid to the college.

WHY ESTABLISH A PLANNED GIFT?

Your planned gift could be the solution to the financial challenges many of our students face and in some cases, it can also provide tax advantages or a reliable income stream to you, your spouse or your family during their lifetime. It is testimony to your commitment to Montserrat’s mission and allows you to leave a legacy that will benefit the creative leaders of tomorrow.

WHAT ABOUT WILLS?

While there are many types of planned gifts, bequests are by far the most common. Please consider including Montserrat College of Art in your will. Click here for some suggested language that you may use to include Montserrat in your estate plans.

ARE THERE TAX BENEFITS?

Including a charitable planned gift in your financial or estate plan affords you significant tax benefits and may increase the inheritance you leave to your heirs. Montserrat College of Art does not provide legal or tax advice. We recommend that you consult with your financial or tax advisors to find the arrangement that is right for your personal and philanthropic objectives.

HOW CAN I LEARN MORE ABOUT PLANNED GIVING?

Montserrat College of Art will be pleased to assist you in making a gift that is appropriate to your circumstances and in accordance with your wishes. Please contact Allison Rieke by email at allison.rieke@montserrat.edu or by phone at (978) 921-4242 ext 1114 with any questions or to have a confidential conversation about your gift planning options.

WHAT IF I HAVE ALREADY NAMED MONTSERRAT IN MY WILL?

Please let us know if you have already included Montserrat College of Art in your estate plan or if you are considering doing so. Click here to access our Estate Plan Intention Form.