Legacy Giving

Share your legacy and give the gift of education. By including Montessori Academy of London in your estate plans you give us the power to plan for the future of our school through an impact on the lives of future generations.

Planning your gift of education

There are a number of giving options – options that suit you and your family’s needs now and in the future, allowing you to leave a legacy of support for Montessori Academy of London.  Often you can achieve significant tax benefits through estate planning.  We encourage you to seek professional legal and financial advice. 

A legacy gift may be made in a variety of ways including bequests in your will, a gift of life insurance, a portion of your retirement fund, an annuity, trust, or other residual interest gifts.  

Some important facts about planned giving:

• Considers personal and family needs
• Is tailored to your financial situation
• Usually is made from assets, not current income
• Is a tax-effective way of giving
• Enables you to leave a legacy

For more information about making a planned gift, please contact our Fundraising Director at ext. 233.  Legacy Giving requires the school to be identified by our legal name: “Montessori Academy of London, Inc.” and with the school’s charitable registration number 105229124RR0001 and mailing address – please refer to the example wording below.

• Example wording: “I give and bequeath (Insert % of estate or dollar value or shares) to Montessori Academy of London, located at 719 Waterloo St. London, Ontario N6A 3W1, Charitable Registration Number 1052 29124 RR0001.”

Note: It is strongly advised that you consult with a trusted professional advisor when making or amending your Will or when making any significant financial or legal decisions.