Ways to Give
The Mount provides many ways for your to invest in the students and the Academy. All gifts have an impact on current students and the future of the Mount.
- Mount Fund
- Purple and Gold Club
- Scholarship and Endowment
- Reunion and Class Gifts
- Gifts made In Memory of or In Honor of
- Gift of Appreciated Securities or Stock
- Planned Giving
The Mount has a number of named endowment funds that have been established to provide a financial award or assistance to students for various reasons. Usually, when individuals (or groups/classes) established these funds, they specify criteria for disbursing the annual interest earnings or set amounts on the funds. These funds have been established by parents, alumnae and friends of the Mount. If you are interested in establishing a named endowment fund or contributing to an existing one, please contact Jody Romano, Vice President of Institutional Advancement, at 215 233-3177 ext. 389.
Mount Saint Joseph Academy gratefully accepts gifts of appreciated securities and stocks. To facilitate this process, the Mount maintains an account with Lakeview Capital Partners.
If you would like to give appreciated stock to the Mount, below is the information that your broker will need in order to make the transfer:
The Mount’s broker is: Lakeview Capital Partners
Financial Institution: Charles Schwab & Co., Inc.
DTC Number: 0164, Code 40
For the benefit of Mount Saint Joseph Academy account: 9237-7380
Contact at Lakeview Capital Partners is:
Number of shares being gifted
Name of stock
Fund designation (Mount Fund, Founders in the Sciences)
The Sister Claire Helene Society has been established to honor those alumnae and friends of Mount Saint Joseph Academy who have remembered the Mount with a planned gift or bequest. These gifts become a permanent part of the Endowment, providing a source of income upon which the school can depend and use for years to come. The Society is named in loving memory of a beloved Latin French and Religion teacher who inspired two generations of Mount alumnae.For more information about the Sister Claire Helene Society. please contact Jill Gregori, Director of Development, at 215 233-1859 or at firstname.lastname@example.org