Complex Gifts

Securities and Other Non-Cash Gifts

Please contact the office to arrange gifts of appreciated securities or other non-cash assets. By transferring securities directly to SMS, you can maximize your impact while potentially avoiding capital gains taxes and receiving a federal income tax deduction.

Email office@stauntonmontessori.org or call (540) 949–5020.

Financial Guarantees

Our Thornrose campus currently requires $200,000 to be held in a restricted security deposit account. By acting as a financial guarantor for all or part of this sum, you can release those funds back into our operating budget. Payment is only required if the school were to default, allowing you to make a profound impact without an up-front cash donation.

Designated Gifts

Do you have a specific vision or passion for the future of SMS? If you wish to designate a gift over $15,000 for a specific purpose, or wish to learn about strategic opportunities to make a transformative investment in our community, please contact the office to schedule an appointment with the Head of School.