Planned Giving is an effective and mutually beneficial way of giving to Princeton Montessori Society. By making a planned gift, you assist Princeton Montessori Society in its mission, while enjoying the benefits of capital gains tax savings, increased income, and income tax savings. A planned gift is one way of giving to Princeton Montessori School in the future while realizing financial benefits today. Please contact Andrea O’Brian, Assistant HOS, at email@example.com to discuss further.
Planned Giving Options
Bequests are charitable gifts made through wills. A gift by bequest removes assets from the donor’s taxable estate, potentially placing that estate in a lower tax bracket. Providing this type of benefit to Princeton Montessori Society is simple by including the following language in your will or other bequest:
“I give Princeton Montessori Society the sum of $______ (or a description of the specific asset), for the benefit of the Society and in furtherance of its mission.”
Gifts of Residual Interest
Gifts of residual interest refer to an arrangement under which property is deeded to Princeton Montessori Society, but the donor retains use of her/his property for life or a term of years.
Benefits from IRA’s and Pension Funds
Your estate could save both income taxes and estate taxes if you designate Princeton Montessori Society as a beneficiary of all or part of your individual retirement account or other retirement savings plan. You may also arrange for lifetime income to be paid to a family member after your death, with the school’s benefit coming later.
Gifts of Insurance
Gifts of insurance offer a number of possibilities. A life insurance policy may be contributed to Princeton Montessori Society by transferring ownership of an existing policy to Princeton Montessori Society, naming Princeton Montessori Society as beneficiary of an existing policy, or purchasing a new policy naming Princeton Montessori Society as owner and beneficiary.
Charitable Remainder Trusts
Charitable remainder trusts allow Princeton Montessori Society to be named as the beneficiary of the trust. There are several tax advantages to such a gift, including a tax receipt at the time the gift is made.
What Parents Are Saying
“The other day I came downstairs and my 4-year-old son was listening to 'Wolfgang Amadeus Mozart' on Alexa. He told me that Mozart's dad was named Leopold and his sister was Nannerl (it took him a second to remember her name and it sounded made up, so my husband and I googled it. Sure enough he was right). We asked what else he had been learning and he rattled off Antonio Lucio Vivaldi’s full name and referenced The Four Seasons. I think my jaw is still on the floor. It turns out that the Primary children have been learning about composers this fall and listening to their music. What incredible exposure for these young children!”
“Princeton Montessori is the very epitome of the principles of Maria Montessori. The School offers a nurturing, creative, academic, and well-rounded development for each child. As a parent, we cannot offer our daughter a more valuable first gift.”
“The faculty are, bar none, the absolute best. The teachers are very knowledge both about the Montessori philosophy and the best ways to work with children. I ask for their advice and insight for any issues we’re having at home, quite often. They’re also incredibly warm and nurturing with the children in a way I have not seen at any other school.”
“I’m struck by how much better the Montessori toddlers are at playing and working peacefully with their peers than toddlers in other nursery school programs. I credit the gifted PMonts teachers, and the Princeton Montessori educational approach, for how confident, happy, and collaborative toddlers in the PMonts program seem.”
“Our son is so proud of being a third-year Primary. He has attended this incredible school since he was one year old. He had absolutely wonderful Toddler teachers and flourished under their care. Now, he is a third-year Primary and we know he will be more than ready for Lower Elementary. Thank you to all the Teachers & Staff!”
“The school runs with one philosophy and so every faculty member and admin personnel share the same vision for the child. This consistency is unique in our area to Princeton Montessori. Combined with the integration of the teacher training program, we can proudly say that the spirit of Dr. Montessori’s principles permeates every aspect of our school. That’s what I value the most about our school!”
“Education is both a gift and a right. I feel the teachers at PMonts help our children to appreciate the value of their education. Understanding the value involves looking beyond school and appreciating how education is a tool that will allow them to explore challenging goals, to grow as individuals and most importantly, chase their dreams.”
“I will never cease to be amazed at the capabilities of the young child. In the Montessori environment, the very youngest students show incredible independence and competence. At Princeton Montessori School the teachers truly help the children to “help me do it myself”.”
“When I think about my personal philosophy on education I can check all the boxes with regards to the education my daughter is receiving at Princeton Montessori. I feel the teachers motivate the students by focusing on appreciating the value of education and the diversities of peoples around the world while stressing and leveraging the power of the uniqueness in each individual student. Ultimately, the role of an educator is to shape a new generation that will create a safer and better world for the future.”
“Princeton Montessori School is a school that exceeds any expectations imaginable. The school follows each and every child on an individual basis and nourishes each child’s academic, social, and emotional needs. It is a school where teachers appreciate all unique qualities each child brings.”
“Our daughter loves being at school. She confidently reported that she was happy with the safety measures in place, and that she felt “safe” at school. This was HUGE.”
“Princeton Montessori School turned out to be the best investment ever. We made some sacrifices in our lifestyle in order to be able to afford sending both children all the way through 8th grade, but now we are proud to note that we have two capable, confident, well-mannered young adults who are a pleasure to be around and who continue to love to work hard in their studies.”
“EXCEPTIONAL is the carefully chosen word to describe Princeton Montessori School. Our family has been part of the PMonts community from elementary through middle school. If I could give every child a gift that gift would be for them to experience the joy of learning every single day at PMonts. The multi-age classes provide the advantage of older students leading younger students and younger students watching the wonderful examples of the older children. The children recognize the strengths of others as being positive and not competitive. Princeton Montessori is much more than academic college prep - it is life prep!”
“Our child previously attended a reputable public elementary school. During that time, she often complained that she was bored at school. I was concerned that the school's 'one-size-fits-all' education model was gradually dimming her thirst for knowledge. I wanted the flames of her engagement and curiosity to be fanned, not extinguished. She is now back at Princeton Montessori and I am happy to report that she is no longer bored. In fact, her inner flame has never been stronger!”
“We love the fact that your guidelines have been clear and appropriate, and impressing upon families how their role is critical in keeping the wider school community safe. Thanks also for sourcing materials and providing seminars on parenting during this particular time. The fact that the school has remained open all this time is a huge testament to you all.”
“We have always been thrilled with our PMonts experience, and this fall term has sent us through the roof. We are in awe of the tireless work of the faculty and administration, who have made possible such an inspiring in-person program. I have always been broadly grateful for the PMonts education my children have been so lucky to receive; this summer and fall, I felt grateful each and every day.”
“As a parent (and faculty member), Molly and I are beyond grateful for PMonts. Our children are SO happy here. I am more of a believer than ever before. Miles was fine at his public school but the difference is really clear - here, he is not just fine - he is totally thriving and so happy! I'm amazed.”
“"Princeton Montessori School students are open to diverse backgrounds, curious to learn new things, strong in their leadership and presentation skills, and confident. Thank you for providing an educational environment that encourages a child's total development. We know it is an incredible gift." -Middle School Parent”