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Donor-Advised Funds, QCDs, Stock Gifts, Planned Giving, and Named Scholarships

Mercy Montessori Center

Federal Tax ID (EIN): 31-1578538 | 501(c)(3) Nonprofit Organization

Donor-Advised Funds

If you have a donor-advised fund, you can request a grant directly to Mercy Montessori through your fund sponsor using our federal tax ID (31-1578538).

  • Recurring Support: You can suggest recurring or multi-year distributions with your fund administrator to provide sustained annual support.

  • Legacy Planning: Consider naming Mercy Montessori as a full or partial beneficiary of your fund to continue your impact beyond your lifetime.

Qualified Charitable Distributions (QCD / IRA Giving)

A Qualified Charitable Distribution (QCD) allows IRA owners to make a tax-free donation directly to a qualified charity like Mercy Montessori:

  • Age Requirement: You must be 70½ or older at the time the distribution is made.
  • Satisfy RMDs: A QCD can satisfy all or part of your Required Minimum Distribution (RMD) for the year.
  • Tax Benefits: QCD amounts are excluded from taxable income and do not require itemizing on Schedule A. (Because the funds are not taxed, they cannot also be claimed as a charitable deduction.)
  • Contribution Limits: In 2026, the QCD limit is $111,000 per person ($222,000 for married couples with separate IRAs). Limits adjust annually for inflation.
  • Direct Transfer Rule: Funds must be transferred directly from the IRA custodian to Mercy Montessori. Donors cannot receive any goods or services in exchange for the gift.
  • Calendar Year Deadline: Transfers must clear your IRA account by December 31 to qualify for that tax year.

Stock Gifts

Donating gifts of stock, bonds, or mutual funds is a tax-smart way to support Mercy Montessori:

  • Tax Benefits: Donating appreciated securities allows you to avoid capital gains taxes while receiving a charitable income tax deduction for the full fair-market value.
  • Transfer Details: Please contact Kristin Weiss at kweiss@mercymontessori.org or (513) 475-6700 ext. 264 to receive our broker DTC number and electronic transfer instructions.

Planned Giving

The simplest way to leave a lasting legacy is through your will or living trust, ensuring Mercy Montessori continues its mission for generations to come:

  • Flexibility: You can designate a specific dollar amount, a percentage of your total estate, or specific personal property.
  • Sample Language for Your Advisor: "I give to Mercy Montessori, a nonprofit corporation currently located at 2335 Grandview Avenue, Cincinnati, OH 45206, [insert amount, percentage of estate, or description of property] for its unrestricted use and purpose."

Named & Legacy Scholarship Funds

Create permanent educational access for students through an endowed or legacy scholarship:

  • Endowed Named Scholarships ($50,000+): Established through a single gift or pledged across an agreed-upon timeline. Once an endowment agreement is executed, the principal remains invested in perpetuity and only generated income is disbursed. Donors may designate the fund name and set reasonable recipient criteria consistent with school mission and policy.
  • Named Legacy Funds ($25,000+):Create a named fund under one of our existing endowed umbrella funds through a one-time gift (or through gifts from several donors over a mutually agreeable period of time):
    • Teacher Legacy Scholarship Fund
      • Yvonne Reissig Scholarship Fund
    • Alumni Legacy Scholarship Fund

Have Questions or Ready to Begin?

Please reach out to our Advancement Office for personal guidance or transfer instructions:

Kristin Weiss

Director of Advancement

📞 (513) 475-6700 ext. 264

✉️ kweiss@mercymontessori.org