Gifts for the Greatest Impact

From 1754 to 1799, George Washington called Mount Vernon home. In 1853, Ann Pamela Cunningham and a group of like-minded patriotic women formed the Mount Vernon Ladies' Association, which raised the funds necessary to preserve the estate. More than 150 years after Cunningham’s call to save Washington’s home, Mount Vernon stands as a symbol of the life and legacy of the Father of our Country, as well as a testament to the perseverance of one of the first historic preservation groups ever formed.

Contact Information

Carolina Camargo
Senior Director of Development
ccamargo@mountvernon.org
703.799.8652 

Planning a Bequest

If you plan a bequest to Mount Vernon, please make sure your attorney knows our correct legal name and tax identification number.

Name: Mount Vernon Ladies’ Association of the Union
Tax ID: 54-0564701
Address: P.O. Box 110 Mount Vernon, VA 22121
Phone: 703-799-8652

Creative Ways to Support Washington's Home

Discover ways to give you may not have thought possible, while you enjoy increased income, tax savings and other benefits. Consider the possibilities:

Include Mount Vernon in your will or trust. Take care of family first, then give Mount Vernon a percentage of whatever might remain—or a specific gift amount if you prefer. Make a real and lasting difference for future generations.

Consider a special kind of charitable trust that will provide a significant tax deduction today, while providing fixed or growing income for you and a loved one. This can be for life or a period of time. This can be done now or in your will or trust to provide for surviving loved ones later on. These trusts can even provide special benefits and reduce or avoid capital gains tax entirely. Better yet, the trust can also sell and reinvest trust assets free of capital gains tax.

Did you know that you can also name Mount Vernon as a beneficiary of your IRA or other retirement accounts? Such tax-wise gifts can save substantial income tax bills for your heirs. Just give other low-cost basis assets to loved ones and all or part of your retirement plan to Mount Vernon. New tax laws make this an even smarter decision for many.

Want to make an estate gift that will avoid probate and save legal costs at the same time? Make Mount Vernon the beneficiary of any of your bank, brokerage, or other securities accounts. These are easy and simple to do. No legal hassle. Just fill out a simple form at your bank or with your securities dealer.

 

Do you have an insurance policy that is no longer needed for the original purpose? You can name Mount Vernon as the beneficiary or even give the policy outright today and get an immediate charitable tax deduction.

Make your gifts today, or through plans that first allow you to provide financial security for yourself and your loved ones.

Would you like to learn more or just discuss estate planning or other possibilities? Contact Carolina Camargo for more information or for a free copy of the booklets How to Protect Your Rights with a Will or How to Make a Will that Works.

Add meaning to your gift by designating it to honor or memorialize someone special to you.

Make a real difference for future generations that you will never meet. General Washington had no idea of the impact he would have hundreds of years after his passing. He left a real legacy for which we are all grateful. So can you.

Suggested Bequest Wording

After fulfilling all other specific provisions, I give, devise and bequeath_% of the remainder ( or $ __ if a specific amount) of my estate to Mount Vernon Ladies' Association of the Union [Tax ID #54-0564701] a charitable corporation located in Virginia with the mailing address of P. 0. Box 110 Mount Vernon, VA 22121 to support the Historic Area Endowment.

Suggested bequest wording if important to include specific assets:

After fulfilling all other specific provisions, I give, devise and bequeath _% of the remainder ( or $ __ if a specific amount or identify a particular asset) of my estate to Mount Vernon Ladies' Association of the Union [Tax ID #54-0564701] a charitable corporation located in Virginia with the mailing address of P.O. Box 110 Mount Vernon, VA 22121 to support the Historic Area Endowment.

A Mount Vernon Donor

George Washington sacrificed much in assuring this country's founding and eventual prominence as a beacon to mankind.  I appreciate the history of how Mount Vernon came to be restored and preserved for future generations.  I have only made a few visits but am always impressed by the efforts that have made his estate so rich with not only GW's history, but also the history of his times. My modest bequest is the least I can do to thank our first president for his service to our country. 

Brian Tennant

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