"Society grows great when we plant trees in whose shade we know we shall never sit."
—Greek Proverb
City Garden Montessori School’s Planned Giving Program allows you to support educational equity for generations to come—while meeting your personal philanthropic goals.
Planned gifts include gifts through your estate, appreciated assets, Donor-Advised Funds (DAFs), and more. These methods can provide meaningful financial benefits to you and help sustain City Garden’s mission long into the future.
Why Make a Planned Gift?
Planned giving can be one of the most powerful and rewarding ways to leave your legacy:
- Immediate tax benefits—even for future giftsReduced capital gains and estate taxes
- Flexible giving options that preserve income or assets for your heirs
- The ability to make your most significant gift ever
- Lasting impact on inclusive, transformative Montessori education
Whether you’ve supported City Garden for years or are just beginning your giving journey, a planned gift aligns your values with long-term impact.
Create a Legacy with City Garden Montessori School
By including City Garden in your long-term plans, you help sustain our mission to redefine education, reimagine community, and reinvigorate our world—ensuring that future generations of children have access to inclusive, high-quality Montessori education. Below are several ways you can leave a legacy of equity and impact:
Bequests
Name City Garden in your will or trust. This simple, flexible option allows you to designate a specific amount, a percentage of your estate, or the remainder after other bequests.
Donor-Advised Funds (DAFs)
You can recommend a grant to City Garden through your Donor-Advised Fund at any time—or name City Garden as a beneficiary of your DAF to support our mission into the future.
Our legal name: City Garden Montessori School
Tax ID: 43-1671014
Gifts of Stock & Securities
Donating appreciated stock can reduce your tax burden while maximizing your support. See instructions below.
Charitable Gift Annuities & Deferred Annuities
Provide you (or a loved one) with fixed income for life and support City Garden in the future.
Life Insurance
Name City Garden as a beneficiary or donate an existing or new policy.
Charitable Trusts
Explore options like Charitable Remainder Trusts or Charitable Lead Trusts to support both your family and our mission.
Retained Life Estate
Donate your home while continuing to live in it, creating a legacy gift with immediate tax benefits.
Gifts of appreciated stocks and bonds can be a great tax-efficient method of supporting City Garden. To ensure that your gift is directed properly, please contact:
Kitty Lohrum, Chief Advancement Officer
giving@citygardenschool.org
314-664-7647 x138
Please provide the following information:
- Anticipated date the shares will be transferred
- Stock name(s)
- Number of shares
- Donor name
Information for transactions:
- Depository Trust Company: Edward Jones
- Participant Number or DTC: # 0057
- For Credit to Account #: XXX
- Client Account Name: City Garden Montessori School