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Monetary Donation
Other Ways to Give
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Monetary Donation

1Foundation Campaigns
2Your Information
3Honorary / Memorial
4Payment Information

The charitable deduction for income tax purposes is one that can be taken by those who itemize their income tax returns. The Mountain Brook City Schools Foundation is a 501(c)3 charitable organization. Check with your tax attorney, accountant or tax advisor to see how you can benefit from current tax rules or call us at (205) 414-0042 for more information.

Other Ways To Give

Please contact Executive Director Rachel Weingartner for more information on the many ways you can give to Mountain Brook Schools.

(205) 414-0042

Rachel@MBGives.org

You may gift the real estate outright or retain the use of the property during your lifetime and make a planned gift.

Please contact Morgan Stanley Wealth Management directly by calling 205.969.7020, and speak with Jennifer Dennie if you want to make a gift of appreciated stock or securities.

For questions, please contact Stephanie Maxwell, Foundation Executive Director, at 205.414.0042.

A bequest is a provision in your will to provide a gift to the Mountain Brook City Schools Foundation after your death.  The legal name of the organization is “The Mountain Brook City Schools Foundation.”

A gift of life insurance is an excellent way of making a substantial contribution. The simplest way to make a gift of life insurance is to name the Mountain Brook City Schools Foundation as the beneficiary of the policy.

Giving through a Charitable Remainder Unitrust enables you to receive income for the rest of your life. The remainder will benefit your community. After funds are transferred into the trust, the trust pays you or someone you designate regular income payments. At the death of the beneficiary or after a designated number of years, the remaining assets in the trust transfer to the Mountain Brook City Schools Foundation.

A charitable gift annuity allows you to make a valuable gift that pays you a guaranteed income. Through the use of an annuity contract, you transfer assets to the Mountain Brook City Schools Foundation and you will receive periodic fixed payments for the rest of your life. A Charitable Gift Annuity can reduce estate assets and may reduce estate taxes.

Many companies offer employees a matching gift benefit that doubles – and, in some cases, even triples your gift to the Mountain Brook City Schools Foundation. Check with your company’s human resources department, and send in the proper forms when you make your gift.

You can make a donation to the Mountain Brook City Schools Foundation in memory or honor of someone. Simply fill out that portion of the online giving form or note that when you send in your gift.

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