Planned Giving
Your loyal support through annual giving and the campaign helps today’s Mounties thrive—thank you! We also invite you to consider leaving a lasting legacy through a planned gift.
The Sister Claire Helene Society honors alumnae and friends who remember Mount Saint Joseph Academy in their estate plans. These gifts strengthen the Endowment and provide lasting support for generations of Mounties.
Named in memory of Sister Claire Helene, a beloved teacher who inspired two generations, the Society ensures that her legacy—and yours—endures.
Bequests In Your Will Include the Mount in your will or living trust with a gift of cash, securities, real estate, or other assets. Bequests are flexible, revocable, and deeply impactful.
Retirement Plan Beneficiary Name MSJA as a beneficiary of your IRA or other retirement account. These assets often carry heavy tax burdens for heirs but can pass tax-free to a nonprofit.
Life Insurance Policy You can name the Mount as a full or partial beneficiary of an existing or new policy—an easy and accessible way to make a significant gift.
Life Income Gifts Establish a charitable gift annuity or trust that provides income to you or a loved one, with the remainder benefiting the Mount. These gifts offer potential tax benefits and lasting impact.
IRA Charitable Rollover If you’re 70½ or older, you can support the Mount today by making tax-free gifts directly from your IRA.
For more information, contact Shannon Thompson Connolly ‘86, Chief Advancement Officer, at 215-233-3177 ext. 389.