Skip To Main Content

An Independent, Coed, Friends School, Nursery Through Grade 12

Planned Giving

Create an Enduring Legacy at Moses Brown School

A planned gift is a powerful act of altruism, and one that serves as a testament to your belief in the importance of a Moses Brown education.

When you make a gift to MB through your will, trust, retirement assets, insurance or other planned giving options, your legacy helps ensure the school’s long-term future.  Planned gifts can also provide considerable tax advantages to you.

We will honor and acknowledge your gift through membership in the Obadiah Brown Society. More than 200 years ago, Moses Brown’s son, Obadiah, made a gift of $100,000  through his estate which built a strong financial foundation for the School. 

If you wish to support Moses Brown through a planned gift, please email Meredith Carlone in the Advancement Office or call 401-831-7350 x235 (office) or 401-678-0347 (cell).

Already included MB in your will or estate plan? Let us know.  Download, print, and mail the Planned Giving Gift Form.

Legal Name
Moses Brown School

Tax ID
EIN#05-0258906

Address:
Advancement Office
250 Lloyd Ave., Providence, RI 02906

Contact MB

Meredith Carlone
Director of Leadership Giving
mcarlone@mosesbrown.org
401-831-7350 ex. 235

Wednesday, March 20, 2024
11:00 AM Eastern Time
Join us virtually on Zoom

Click below to register and receive your webinar link

REGISTER 

Types of Planned Gifts

While many choose to make gifts of cash, there is a wide array of planned gifts that can provide tax advantages, mitigate estate costs, and leave a legacy. To learn more about these beneficial ways of supporting MB, contact Meredith Carlone at mcarlone@mosesbrown.org or O: 401-831-7350 x235 | C: 401-678-0347.

Will Bequest

The simplest form of gift planning—a bequest is a gift that is created through your will or trust and comes to Moses Brown after your lifetime. Bequests can be for any amount and can include cash, securities, real estate, or other property. They can be stated as a specific dollar amount, a percentage of your estate, or the remainder of your estate.

If you have named Moses Brown School in your will or trust, please let us know so we can ensure that your gift is used according to your wishes. Notifying us of your plans will enable us to plan for the use of your future gift.

Retirement Assets

A beneficiary designation is a simple and easy way to make a meaningful gift to Moses Brown, such as an employee retirement plan, IRA, QDCs, Donor Advised Funds (DAF), or tax-sheltered annuity. A gift of these assets can shield your heirs from taxes while funding MB's future.

Life Insurance

Life insurance is a valuable asset for making a charitable gift. You can make a gift of a life insurance policy without diminishing other investments or assets earmarked for family members.

Real Estate

A gift of real estate allows you to preserve your cash assets, receive tax and income advantages, and make a significant charitable gift to Moses Brown School. 

Personal Property

A gift of artwork, coins, antiques, or other personal property can be an excellent way to support Moses Brown.