Planned Giving

Ensuring Edith Wharton’s Legacy for Future Generations

When you include The Mount in your estate plans, you become a guardian of one of America’s treasured literary landmarks as well as a vibrant cultural center serving our local community and visitors from across the country. Your planned gift ensures that Edith Wharton’s magnificent estate will continue to inspire writers, artists, visitors and the public. Whether through a bequest, charitable remainder trust, or other planned giving vehicle, your legacy gift can provide you or your heirs with significant tax benefits and income opportunities while securing The Mount’s future.

We invite you to Join our circle of visionary supporters who have committed to preserving Wharton’s legacy as an investment in creativity, culture, and the enduring power of place for future generations.

Ways to Give:

  • Bequests (Click here for sample bequest language)
  • Naming the Mount as a beneficiary of Retirement plan assets or a Life Insurance Policy.
  • Charitable Gift Annuities
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Real Estate Gifts

From bequests to gifts that pay you annual income to strategies that protect your assets or create tax savings for your family and other beneficiaries, there are number of options available to provide a lasting legacy for the Mount. *

To learn more about supporting The Mount through a planned gift, please contact Senior Manager of Development Conrad Hanson at 413-551-5122 or chanson@edithwharton.org

*We recommend that individuals consult with their tax advisor or attorney regarding the best tax benefits of different types of gifts for their own financial situation.

The Edith Wharton Legacy Society

Making a planned gift to The Mount qualifies you as a member of the Edith Wharton Legacy Society. The Edith Wharton Legacy Society recognizes the generosity and enduring support of donors who have included The Mount in their estate plans, helping to ensure the future of The Mount and continued success of our mission. Benefits include a welcome gift, invitations to special events, recognition on site and on our website (members can also choose to remain anonymous).

Have you already included the Mount in your estate plans?
Informing The Mount of your plans allows us to thank you and make sure that your wishes can be fulfilled. Please contact Conrad Hanson at 413-551-5122 or chanson@edithwharton.org