MBA Fund

List of 10 frequently asked questions.

• Are contributions to the MBA Fund tax-deductible?

  Absolutely. All gifts made to MBA are 100 percent tax-deductible.

• Who solicits for the MBA Fund?

  Every alumni class has one or more class captains who are responsible for soliciting classmates during the year. Parents of current students also serve as class captains and solicit parents. Grandparents, parents of alumni, and friends are solicited by other volunteers. Foundations are solicited by the staff of the Alumni and Development Office.

• How are gifts acknowledged?

  When Montgomery Bell Academy receives a gift, it is processed immediately. The donor receives a 'thank you’ from the school, and the gift is recorded. All donors receive at a minimum one 'thank you’ letter and telephone call from MBA. Pledge reminders are mailed from the school. Donors may request that reminders be sent at specific times of the year; donors who do not specify pledge reminder dates will receive reminders quarterly.

• What is the timeline for the MBA Fund?

  The MBA Fund Campaign coincides with the school’s fiscal year which is July 1 through June 30. All gifts and pledges are due by June 30 in order to be counted for a particular campaign year and for an individual to be recognized in the MBA Annual Report.

• If a donor is an alumnus and a parent, how are their gifts counted?

  The donor gifts are counted and tracked under both divisions within each constituent group. However, when the totals are reported overall, the gift is counted once.

• How are gifts counted for the MBA Fund?

  All unrestricted gifts made to the school after July 1 and before June 30 count as part of the MBA Fund for that fund year. Restricted gifts, capital gifts, gifts to the endowment, and planned gifts are reported separately. These gifts do not count toward the MBA Fund.

• Can a donor make a gift of securities?

  Absolutely. MBA has existing relationships with many of the local brokerage houses. Gifts of securities offer great benefits – a donor can take a 100 percent deduction on the current value of the security, even if they purchased it at a lower amount.

• Can a donor make a gift online?

  Yes – just go to here to donate online.

• How are donors acknowledged for their gifts? 

  Matching gifts from a company are counted as a part of the individual’s gift and are counted in his or her constituency’s total. Gifts made via a family foundation are also credited to the donor and the donor‘s constituency. Gifts made by alumni who are also members of another constituency (i.e., Board, parent, etc.) are credited to the alumnus’ class.

• Who receives MBA Fund solicitations?

  All alumni, parents, parents of alumni, grandparents, members of the Board of Trustees, and friends of the school receive MBA Fund solicitations. Individuals may be solicited several times during the year. Once an individual has made a gift or pledge for the fiscal year, he or she is not solicited again during that year. Further, if an individual expresses that he or she will not be giving, he or she will not be solicited again during that fund year.