Planned Giving
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.
- Bequests
- 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
*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).