Make a Difference Today
Your tax-deductible contribution is an investment that will allow Mountain Brook to continue to be a leader in public education.
Your donation will be invested in the Foundation’s Endowment Fund, currently valued at over $9.1 million. Earnings from the Endowment make it possible to assist in filling the gap between government funding and the schools’ technological, professional development and library enhancement needs.
Ways To Give
This is the simplest form of giving. Most of the gifts to the Mountain Brook City Schools Foundation are made in the form of cash.
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 Wendy Magnuson 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.
Annual Giving Levels
|The 1959 Society
The Year MBS Was Founded
|The 1992 Society
The Year MBCSF Was Founded
|Supporter||Up to $99|
Lifetime Giving Levels
|Sword & Shield Society||$25,000-$49,999|
|Green & Gold Society||$10,000-$24,999|
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.