Planned Giving

Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.
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A Bequest to Further Good Work

A Bequest to Further Good Work
Tom and Jan have supported Shrine Mont with a monthly pledge since 2011. They have been strong financial supporters wanted to create a legacy to provide future resources to continue its mission.

Tom: Jan and I firmly believe that Shrine Mont is indeed "A Place Apart" and that lives have been and will continue to be changed on the mountain overlooking Orkney Springs. When it was time to update our wills in 2022, we thought leaving some of our funds to both our church and to Shrine Mont once we have both passed was the right thing to do and we proudly became a part of the Transfiguration Society.

Jan: Shrine Mont is "My Happy Place." I led our church parish weekend at Shrine Mont every Columbus Day weekend for many, many years. I was especially proud watching the young families grow and nurture and become a part of our larger church family during these weekends. I said "Yes" when asked to serve on the Shrine Mont Board of Directors. Shrine Mont Staff hospitality is second to none and both Tom and I are happy to include Shrine Mont in our charitable bequest.

Tom: We have been blessed in our lives and are happy to be able to help others, especially the young people that will be able to participate in the summer camps on the mountain through our gifts.

Is a bequest right for you?


We have resources that will help you learn more about bequests. Click here to review sample bequest language. You will see how easy it is to include a bequest in your will or trust.

You might find it helpful to print this page and the bequest language. Please feel free to give this information to your attorney. If he or she has any questions, please contact us.

*Please note: The names and image above are representative of a typical donor and may or may not be an actual donor to our organization. Since your benefits may be different, you may want to click here to view an example of your benefits.


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