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Planned Giving

Dr. Montessori, Education & Peace

Be a Part of Our Bright Future through Planned Giving

Columbus Montessori has always benefited from the loyalty and generosity of the people whose lives it has touched and transformed. Do you know how you can make a gift that will impact young lives for years to come?

A wide range of gift planning choices presents practical options for safeguarding your financial security, realizing tax advantages, and contributing to the school's financial well-being. Whether you want to put your donation to work immediately or design a plan that benefits our students after you're gone, you can feel good knowing that you are giving back to the school you love. With just a little planning, you can honor the past and secure the future.

Planning for the future and creating the legacy you wish to leave is one of the most effective ways to ensure a lasting impact. Making a gift in your will or living trust, known as a bequest, can guarantee that your legacy endures.

Your gift may be a specific dollar amount, a percentage of your estate, or the remainder after all other provisions are specified. The next section provides sample language to take to your attorney for use in drafting your bequest.

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Sample Language

For an unrestricted gift that allows Columbus Montessori to determine how to use the funds based on the most pressing needs, use the following language for your will and/or trust:

"I give to Columbus Montessori Education Center, a nonprofit corporation currently located at 979 S. James Road, Columbus, OH 43227, or its successor thereto, _________ [written amount or percentage of the estate or description of property] for its unrestricted charitable use and purpose."

To designate your provision for a particular purpose:
"I give to Columbus Montessori Education Center, a nonprofit corporation currently located at 979 S. James Road, Columbus, OH 43227, or its successor thereto, _________ [written amount or percentage of the estate or description of property]. This gift should be used for (state purpose) if and so long as Columbus Montessori Education Center determines that the need exists. If Columbus Montessori Education Center shall determine at the outset or at a later time that the need does not exist, or no longer exists, or for some reason it is not possible (or prudent) to administer my gift as originally intended, then Columbus Montessori Education Center may, in its sole and uncontrolled discretion, direct the use of my bequest for a purpose related as closely as possible to that stated above."

If you have named Columbus Montessori Education Center in your will or trust, please let us know so we can ensure that your gift is used according to your wishes. Notifying us of your plans will enable us to plan for the use of your future gift. However, if you prefer to remain anonymous, we will keep your name and gift in strict confidence.
[Link to download a PDF/Word version of this sample language]

Questions?

Please contact Jill Aubert at jaubert@columbusmontessori.org for more information.

Columbus Montessori Education Center is a charitable exempt organization as described in Section 501(c)(3) of the Internal Revenue Code. The CMEC federal identification number is 31-1105385