Your Legacy. Mount Aloysius’ Future.
Your Legacy. Mount Aloysius’ Future.
The legacy you create today opens doors for Mount Aloysius students to learn, grow, and lead—for generations to come.
We Make It Simple.
We Make It Simple.
Your legacy can shape the future of Mount Aloysius students—and getting started is simple. Create a gift that reflects your values and ensures lasting impact.
Step 1
Decide the Gift Type
Popular Planned Gift Types
| Gift Type | Your Goal | Your Benefit | How to Make Your Gift |
| Bequest (Will or Trust) | For those looking to create a lasting legacy without impacting current finances | Flexible and revocable; allows you to maintain control of your assets during your lifetime. | Include Mount Aloysius College as a beneficiary in your will or trust |
| Life Insurance | For those looking to make a significant future gift at a relatively low cost | Leverage an existing or new policy to create a larger impact; potential tax advantages | Name Mount Aloysius College as a beneficiary of your policy, or transfer ownership of a paid-up policy to the College |
| Donor Advised Fund (DAF) | For those looking to simplify charitable giving while maximizing tax benefits | Recommend grants to Mount Aloysius College over time; can be part of a long-term giving strategy | Contact us today! |
| IRA (Qualified Charitable Distribution | For those 70 ½ + looking to make a tax-efficient gift while satisfying required minimum distributions (RMDs) | Reduce taxable income while supporting students and programs | Direct your IRA administrator to transfer funds directly to Mount Aloysius College |
| Stocks & Securities | For those looking to give in a tax-wise way while maximizing impact | Avoid capital gains tax on appreciated assets and receive a charitable deduction for the full market value | Contact us today! |
Step 2
Consult Your Financial Advisor or Estate Planner
Information for Advisors: Planned Giving to Mount Aloysius College
If you are advising a client who is considering a planned gift or bequest to Mount Aloysius College, we welcome the opportunity to collaborate with you to assist your client. Please use the information and resources below, and feel free to contact us at any time for further guidance or assistance on a confidential basis.
About Mount Aloysius College
Legal Name
All charitable gifts should be directed to:
“Mount Aloysius College, 7373 Admiral Peary Highway, Cresson, PA 16630, a Pennsylvania 501(c)(3) tax-exempt, charitable organization, or its successor, Federal Tax Identification Number: 25-1114320.”
Tax Identification Number
Mount Aloysius College’s Federal Tax ID number is 25-1114320.
Our Commitment to Donors
Mount Aloysius College strives to make the process of arranging a planned gift as seamless as possible while safeguarding the donor’s interests and honoring their intentions. We hope the following resources will assist you and your client:
Suggested Bequest Wording:
Sample language to include Mount Aloysius College in a will or estate plan.Gift Notification Form:
Use our form to notify Mount Aloysius College of an estate gift.
Why Notify Us of an Estate Gift?
If your client arranges an estate gift for the benefit of Mount Aloysius College, we would be honored to learn about their generosity. Knowing about such a gift allows us to:
Express our sincere gratitude.
Ensure that we fully understand and can fulfill your client’s intentions.
Contact Us:
We are happy to discuss potential or hypothetical gift scenarios and provide gift illustrations or other resources to help meet your client’s needs.
Thank you for your dedication and the important role you play in helping donors support Mount Aloysius College’s mission.
Contact Information:
Jodie Albarano, Planned Giving Specialist
College Engagement Officer
Office of Advancement & Engagement, Mount Aloysius College
jalbarano@mtaloy.edu
814-886-6626
Why Planned Giving?
A planned gift is more than a contribution—it’s a lasting expression of what matters most to you. It ensures your values live on by opening doors for Mount Aloysius students and sustaining a Mercy education that shapes lives for generations.
Planned giving allows you to align your philanthropy with the principles that matter most to you, making an enduring impact on the causes and community you cherish.
Through planned giving, you may receive significant tax advantages, allowing you to maximize your impact while preserving your family’s financial security.
Your generosity will create opportunities for students to thrive academically, grow personally, and carry forward the Mercy tradition into their communities.

Why Planned Giving?
Planned giving is a powerful way to make a lasting impact while supporting the mission and values of Mount Aloysius College. By including the College in your estate plans, you ensure that future generations of students have access to transformative educational experiences grounded in Mercy, Service, Justice, and Hospitality.
Planned giving allows you to align your philanthropy with the principles that matter most to you, making an enduring impact on the causes and community you cherish.
Through planned giving, you may receive significant tax advantages, allowing you to maximize your impact while preserving your family’s financial security.
Your generosity will create opportunities for students to thrive academically, grow personally, and carry forward the Mercy tradition into their communities.

Join These Alums in Making the Mount Part of Your Plans
“My husband and I both received help in our college and post-graduate work and are aware of how a college education can open doors for success. We would like to help others in financial need to further their education. A Charitable Bequest is a relatively simple, effective way to accomplish this goal and perhaps encourage others to consider this option for a gift.”
“The Lord has blessed me financially with a wonderful teaching position that has given me the opportunity to aid students to fulfill their dreams at Mount Aloysius College. As they complete their life’s ambitions, I am hoping that they will carry and pass it on to others in the future. I call this my “living legacy” for me and for them. As an alumna, I wish these students would do their best in their desired occupation and be a blessing to others. When I was a student, I was given much support from all the instructors– academically and spiritually. This is my way of passing my love and support to the students of Mount Aloysius College.”

“I am including the Mount in my will because even when I am gone, I want the students to know how important they are, and how important an education is, and how much it means to be a Mountie.”

“Planned giving is a profound act of faith and love. By including Mount Aloysius in your estate plans, you are not just giving back—you are cherishing and investing in the future of our students, our mission, and the Mercy tradition that has guided this College for generations.”

“My parents raised three daughters to be independent, catholic educated to fulfill potential career goals. All three of us attended the Mount – experiencing excellent teachers, a quiet atmosphere for study and interaction with students from other countries and walks of life. It is a privilege to leave a bequest in my Trust to the Mount so others can have the opportunity for a higher education as a stepping town towards a wholesome and blessed life.”
1853 Legacy Circle
The 1853 Legacy Circle is a distinguished group of individuals who have chosen to leave a lasting legacy at Mount Aloysius College by including the College in their estate plans. These visionary supporters honor the founding spirit of the Sisters of Mercy by making a profound commitment to the College’s mission of transforming lives through education and service.
By joining the 1853 Legacy Circle, you become part of a cherished tradition of generosity that empowers future generations of students to achieve their dreams.
Benefits of Joining the 1853 Legacy Circle
When you include Mount Aloysius College in your estate plans, you will receive:
Recognition and Gratitude:
Membership in the 1853 Legacy Circle allows us to publicly recognize your generosity and commitment, inspiring others to consider planned giving.Invitation to an Exclusive Annual Event:
Enjoy a special invitation to our Comfortable Cup of Tea held during Alumni & Homecoming Weekend held each fall, where you and your generosity will be celebrated among fellow Legacy Circle members, alumni, and friends of the College.Ongoing Connection to the College:
Stay connected with the Mount Aloysius community through personalized communications, updates, and opportunities to see the impact of your generosity.Customizable Giving Options:
Designate your planned gift to support an area of the College that reflects your values, such as scholarships, academic programs, or campus initiatives.Legacy with Purpose:
Make a lasting impact that aligns with your personal values and ensures future generations of Mounties have the resources to succeed.Privacy if Desired:
While we love to celebrate our Legacy Circle members, we also respect your wishes if you prefer to remain anonymous.
Create Your Will or
Take our Planned Giving Quiz
FOR FREE!
Create or update your will for free through our partnership with the Planned Legacy Program— a service that typically costs hundreds of dollars.
By taking our Planned Giving Quiz, you’ll discover which planned gift type best suits your financial goals and needs.
Or check out our other resources below.

Estate Letter of Intent Form
Let us know your intentions by completing this simple form to ensure your legacy is honored according to your wishes.
Sample Bequest Language
Use this example language to easily include Mount Aloysius College in your will or living trust.
Popular Gift Types
Explore a variety of planned giving options, from bequests to charitable gift annuities, and find the one that best fits your philanthropic goals.
Popular Planned Gift Types
| Gift Type | Your Goal | Your Benefit | How to Make Your Gift |
| Bequest (Will or Trust) | For those looking to create a lasting legacy without impacting current finances | Flexible and revocable; allows you to maintain control of your assets during your lifetime. | Include Mount Aloysius College as a beneficiary in your will or trust |
| Life Insurance | For those looking to make a significant future gift at a relatively low cost | Leverage an existing or new policy to create a larger impact; potential tax advantages | Name Mount Aloysius College as a beneficiary of your policy, or transfer ownership of a paid-up policy to the College |
| Donor Advised Fund (DAF) | For those looking to simplify charitable giving while maximizing tax benefits | Recommend grants to Mount Aloysius College over time; can be part of a long-term giving strategy | Contact us today! |
| IRA (Qualified Charitable Distribution | For those 70 ½ + looking to make a tax-efficient gift while satisfying required minimum distributions (RMDs) | Reduce taxable income while supporting students and programs | Direct your IRA administrator to transfer funds directly to Mount Aloysius College |
| Stocks & Securities | For those looking to give in a tax-wise way while maximizing impact | Avoid capital gains tax on appreciated assets and receive a charitable deduction for the full market value | Contact us today! |
Legal Name & Tax I.D.
Mount Aloysius College, 7373 Admiral Peary Highway, Cresson, PA 16630, a Pennsylvania nonprofit corporation, or its successor, Federal Tax Identification Number: 25-1114320
Frequently Asked Questions
Planned giving is a way to support Mount Aloysius College through charitable contributions that are arranged during your lifetime but typically fulfilled after your passing. These gifts can take many forms, such as including the College in your will, establishing a charitable trust, or designating Mount Aloysius as a beneficiary of your retirement account or insurance policy. By planning your gift, you can create a legacy that aligns with your values and continues to make an impact for generations to come.
Planned giving offers several benefits:
Tax Advantages: Many planned giving options provide tax benefits, such as reducing estate taxes or allowing you to make a charitable donation while retaining income during your lifetime.
Financial Planning: Planned gifts can complement your financial and estate planning goals.
Legacy Creation: You can leave a meaningful legacy that reflects your personal values and supports the mission of Mount Aloysius College.
Family Involvement: Planned giving can be a wonderful way to involve your family in your philanthropic values and goals.
Yes! While we deeply appreciate the opportunity to recognize members of the 1853 Legacy Circle, we understand that some donors prefer to keep their plans private. If you wish to remain anonymous, we will honor your request and ensure your gift is used as you intended. You can also choose to share your plans confidentially, which allows us to express our gratitude and ensure your wishes are fulfilled.
Not at all. Planned giving is for everyone who wants to make a lasting impact, regardless of the size of the gift. Whether you choose to leave a percentage of your estate, a specific dollar amount, or an asset like stock or real estate, your generosity will make a difference to Mount Aloysius College and its students.
You can include various types of gifts, such as:
A specific dollar amount.
A percentage of your estate.
A particular asset (stocks, real estate, or personal property).
Naming Mount Aloysius College as a beneficiary of your retirement account, life insurance policy, or donor-advised fund.
We’re happy to work with you and your financial advisor to determine what’s best for your situation.
If you’re interested in learning more about planned giving options or have questions about how to get started, please contact Jodie Albarano, Planned Giving Specialist & College Engagement Officer at Mount Aloysius College:
Phone: 814-886-6626
Email: jalbarano@mtaloy.edu
Address: Office of Advancement & Engagement, attn: Jodie Albarano, 7373 Admiral Peary Highway, Cresson, PA 16630
We’re here to help you explore your options and find a giving plan that fits your goals.
Your planned gift will help sustain the mission and values of Mount Aloysius College, providing scholarships, enhancing programs, and supporting future generations of students. You can even designate your gift to a specific area that’s meaningful to you. Together, we can ensure the College continues to elevate lives for years to come.
Contact Us

Jodie Albarano, Planned Giving Specialist
College Engagement Officer
Office of Advancement & Engagement
Mount Aloysius College
814-886-6626
jalbarano@mtaloy.edu


