Endowments and Planned Giving

Supporting Omni Montessori School through endowments or planned giving is a powerful way to create a lasting legacy. These gifts ensure that generations of children can benefit from an authentic Montessori education for years to come.

Endowments: A Gift That Lasts Forever

Endowments are permanent funds that grow over time, providing a steady, reliable source of income to support Omni’s mission. Your gift today will benefit not only current students but future generations as well.

The Gardner Family Endowment for Inclusion and Diversity

Established in 2015, the Gardner Family Endowment helps Omni build a more inclusive and diverse school community. It supports:

• Recruitment, training, and retention of faculty from a variety of cultural backgrounds
• Financial assistance for students from diverse racial, ethnic, and socioeconomic backgrounds
• Parent education and professional development focused on inclusion and equity
   

The General Endowment

Gifts to Omni’s unrestricted General Endowment support strategic priorities, strengthen academic programs, and help ensure long-term financial sustainability. These funds are carefully invested, with a portion of the earnings used each year under the guidance of the Board of Trustees’ conservative spending policies. Just as personal savings can safeguard a family's future, our endowment helps secure Omni’s future as a leader in Montessori education.

Planned Giving: The Legacy Society

Planned gifts offer a meaningful way to support Omni while also meeting your financial and philanthropic goals. Many donors choose to make legacy gifts through:

• Bequests in a will
• Trusts
• Life insurance policies
• Commercial annuities
• Retirement plans
   

These gifts often take effect upon the donor’s passing and can offer personal and tax benefits.

If you are considering a planned gift, we encourage you to contact us to ensure your wishes are clearly understood and honored. All planned gift donors are recognized as members of the Omni Montessori Legacy Society, a special group of supporters committed to securing the school’s future.

Questions? Please email Hannah Earnhardt, Director of Advancement at hannah.earnhardt@omni-montessori.org