01
Future gift
A gift in your will
Name Shrine Mont in a will or trust with a fixed amount, a percentage, the remainder of an estate, or a contingent gift.
Learn more →Planned Giving
Start a conversation
YOUR VALUES. YOUR LEGACY.
Keep Shrine Mont
a place apart.
Thoughtful gift planning can care for the people and places you love—while helping generations to come find rest, fellowship, and grace at Shrine Mont.
THE GIFT OF A PLACE APART
Make room for what matters.
Shrine Mont exists for rest, devotion, fellowship, learning, and education—a place where all may grow in the grace of God. A planned gift carries that welcome forward.
RestDevotionFellowshipLearningGrace
FIND YOUR WAY TO GIVE
One intention.
Many possibilities.
You do not need to be wealthy—or have every detail settled—to begin. Explore a few of the most common approaches below, then speak with your advisor and Shrine Mont.
02
Give now or later
Retirement assets
Make a qualified charitable distribution from an IRA, or name Shrine Mont as a beneficiary of a retirement account.
Learn more →03
Simple to update
Beneficiary designation
Designate Shrine Mont to receive all or part of an investment account, bank account, life-insurance policy, or other eligible asset.
Learn more →04
Recommend a grant
Donor-advised fund
Recommend a grant during your lifetime and consider a successor plan that continues your family’s tradition of generosity.
Learn more →05
Income for life
A gift that pays income
A charitable gift annuity may provide fixed lifetime payments while creating a meaningful future gift for Shrine Mont.
Learn more →06
Assets beyond cash
A gift of appreciated property
Stocks, bonds, real estate, business interests, insurance, and other assets can sometimes make an especially effective gift.
Learn more →THE COMPLETE LIBRARY
Go as deep as
you need.
Major gifts deserve more than a short summary. Explore the mechanics, potential advantages, practical steps, and questions to raise with your advisors.
01
A future giftWills and trusts
→02A gift during lifeIRA charitable gifts
→03A future giftBeneficiary designations
→04Recommend a grantDonor-advised funds
→05A gift that may pay incomeCharitable gift annuity
→06Advanced planningCharitable trusts
→07Appreciated assetsStocks and bonds
→08PropertyReal estate
→09Current or future giftRetirement assets
→10A current giftCash and checks
→11Current or future giftLife insurance
→12Complex assetsBusiness interests
→13Specialized propertyMineral and royalty interests
→14Combine approachesBlended gifts
→ILLUSTRATION TOOLS
Put a few ideas into numbers.
Explore percentage bequests, appreciated assets, fixed payments, and a simplified unitrust model using assumptions you control.
A CLOSER LOOK
Plan with confidence.
Each gift begins with your goals. These brief overviews can help you prepare for a conversation with the people who know your plans best.
Wills and bequests+
A bequest is among the most flexible ways to make a lasting gift. You retain control of your assets throughout your lifetime and may revise your plans if circumstances change.
- Leave a specific dollar amount or particular asset
- Choose a percentage of your estate
- Give all or part of the remaining balance
- Make Shrine Mont a contingent beneficiary
IRA and retirement-plan gifts+
For eligible donors, a qualified charitable distribution can move funds directly from an IRA to Shrine Mont. Retirement accounts may also be used for a future gift through a beneficiary designation.
- Contact your plan custodian to begin
- Allow time for year-end transfers
- Ask your advisor about current age and tax rules
Beneficiary-designation gifts+
Many accounts and policies pass outside a will. Your provider can supply a beneficiary form that lets you name Shrine Mont for a percentage or the full balance.
- Retirement and investment accounts
- Bank accounts
- Life-insurance policies
Donor-advised funds+
Recommend a grant to Shrine Mont from your donor-advised fund. You may also be able to name Shrine Mont as a charitable successor or include the organization in a family legacy plan.
- Contact your fund sponsor
- Recommend a grant to Shrine Mont
- Tell us about your gift so we can thank you
Gifts that can pay income+
A charitable gift annuity exchanges a gift of cash or appreciated property for fixed payments to one or two people for life. Charitable trusts may offer other ways to combine generosity, income, and family planning.
- Charitable gift annuity
- Charitable remainder trust
- Charitable lead trust
- Blended gift arrangements
What you can give+
The right asset can matter as much as the amount. Appreciated property may offer planning advantages that are not available with a cash gift.
- Stocks and bonds
- Real estate
- Cash and retirement assets
- Life insurance
- Business or mineral interests
THE TRANSFIGURATION SOCIETY
Your legacy has a home here.
Established in 2005, the Transfiguration Society honors those who have included Shrine Mont in their estate plans. Sharing your intention allows Shrine Mont to thank you during your lifetime and welcome you into this community of forward-looking friends.
Membership does not require disclosure of the amount or terms of your gift.
Learn more or enrollFOR YOU AND YOUR ADVISOR
A simple place to start.
When discussing a bequest, your attorney will need Shrine Mont’s legal name and may recommend language suited to your goals and state law.
SAMPLE BEQUEST LANGUAGE
“I give to Shrine Mont, Inc., a nonprofit organization located in Orkney Springs, Virginia, [the sum of $___ / ___% of my estate / the residue of my estate] to support its charitable purposes.”
This sample is educational, not legal advice. Please ask an attorney to prepare language appropriate to your estate plan and confirm Shrine Mont’s current legal and tax information before signing.
BEGIN A CONVERSATION
We’re here to listen.
A conversation is simply that—no pressure and no obligation. Tell us what you are considering, or ask for information to share with your advisor.
PLANNED GIVING GUIDE
Take the guide with you.
A printable overview of the giving options presented on this site.