Ways to Give

Members of the Purple & Gold Club make a significant commitment to the mission of Mount Saint Joseph Academy by giving an annual gift of $1,000 or more to the Mount Fund. The members of this distinguished group help to shape and secure the fiscal future through their support.

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.

List of current endowed funds

Many graduates choose to commemorate their reunion year with a gift in support of today’s students. You can designate a gift in honor of your reunion and help your class gain special recognition at the Reunion Event held in the spring.

Giving a gift In Memory of or In Honor of creates a unique opportunity to recognize family and friends. You can make these gifts directly online or by contacting the Development Office at 215-233-1859.

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:
Adrian Chastain
404-410-7426
E-Mail: Adrian.chastain@lakeviewinstitutionalwealth.com

So that we can properly acknowledge your gift, please relay the following information to Jill Gregori at jgregori@msjacad.org or 215-233-1859:

Number of shares being gifted
Name of stock
Fund designation (Mount Fund, Sister Kathleen Brabson Endowment, General Endowment, other)

If you have any questions, please contact Jill Gregori at jgregori@msjacad.org.

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 jgregori@msjacad.org