Ways of Giving

T here are many ways to support Mount de Sales. It can be as simple as writing a check to the "Spirit of Mercy Annual Fund", purchasing a Zuver Center seat, or making a gift of securities. You may also choose to join The Burke Society by making a bequest in your will, or requesting a matching gift from your employer. The following are brief descriptions of ways to give to MDS.

Cash

The easiest way to give, cash gifts have immediate impact and are tax deductible. Make your check payable to Mount de Sales Academy and mail to:

Mount de Sales Academy
Development Office
851 Orange Street
Macon, Georgia 31201

Securities

Gifts of security can provide the donor with a tax deduction and avoid capital gains tax. You may make a gift of securities to MDS through your broker. Ask your broker to contact the Development Office at 478-751-3240 ext 110. Our office will provide your broker with instructions. In order to assure proper credit for your gift, we will need to know your name, the name of the stock, the number of shares and the transfer date. The gift s complete when the stock is transferred to MDS.

"Spirit of Mercy" Annual Fund

The Annual Fund is supported by parents (past and present), Trustees, grandparents, Alumni, faculty and staff and friends of Mount de Sales. These dollars go directly to the day-to-day operations of the school. Your support is vital and participation is the key. Every gift conveys a vote of confidence in MDS. Make your gift now.

Zuver Center Seat

Zuver Seats are available for purchase in memory of or in honor of someone special. Dedicated seats receive a small brass plaque on the seat arm. You may purchase a seat by mailing a check to the Development Office or make a purchase online.(LINK) Monies from this fund will continue to go to the "Honoring the Promise Capital Campaign."

Planned Giving

Planned Giving is a way for you to continue to give to Mount de Sales Academy. There are many tax advantages through remembering MDS in your estate plans. We suggest you contact your attorney or tax advisor to discuss your options.

There are several options for Planned Giving to Mount de Sales. The following is a brief description of the most common types of planned giving.

Will

The donor makes a bequest to Mount de Sales after his/her death and after provisions for heirs have been completed.

Life Insurance

Donor purchases a Life Insurance Policy that allows MDS to choose cash or death benefits or one where MDS is named as the beneficiary.

IRA (or other qualified plan)

Until the time that the Charitable Rollover provision passes Congress and becomes law, the unused portion of an IRA can be passed to MDS tax-free. Passing the remainder to a family member would result in a considerable tax loss.

Real Estate

A gift of real estate to Mount de Sales avoids estate, gift and capital gains tax and provides a tax deduction for the donor. If the estate is in need of cash, a bargain sale can be arranged where the estate receives partial cash and a tax deduction for the remaining value.

Personal Property

Often times an individual has a substantial collection of items such as art or furniture or collectibles. Gifts of personal property will provide an estate tax charitable deduction.

Charitable Remainder Trust (CRT)

A donor has considerable assets that are low growth or low dividend. The donor does not want to pay capital gains but would like to have a current income. A gift to a CRT avoids capital gains and estate taxes, provides income for beneficiaries and passes the remainder to Mount de Sales.

Charitable Lead Trust

A Charitable Lead Trust enables the donor to pass appreciable assets to future generations but at a lower tax cost. The CLT pays income to MDS for a pre-set number of years and then the remainder to the donor's family, but at a lower value avoiding tax on the difference. The drawback to this plan is that it allows control of the funds to pass from the estate to MDS for a number of years.

The Burke Society

The Burke Society was formed to recognize donors who had included Mount de Sales in their estate plans. If you have done so or would like to do so, please contact the Development Office at development@mountdesales.net or 478-751-3240 ext 110.

Matching Gifts

Many employers will match charitable donations made by their employees. Please check with your Human Resources Department concerning your employers matching gift policy.

Event Underwriting

Funds raised through special events go directly to the operating expenses of MDS. In order to maximize profits from these events, donors may choose to contribute to the underwriting costs of an event such as food and printing costs. If you are interested in assisting with one of these events please contact the development office.

For more information on giving to Mount de Sales, please contact:

Mount de Sales Academy
Development Office
478-751-3240 ext 110
fax: 478-751-3241
Email: development@mountdesales.net
Address: 851 Orange Street, Macon, GA 31201