Planned Giving

Support Shrine Mont in a meaningful way

Keep us thriving with your gift
Take advantage of numerous tax and financial benefits
Leave a legacy to be remembered by future generations

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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Tuesday June 23, 2026

Bills / Cases / IRS

Gift Tax 15% Minority Interest and 25% Marketability Discounts Allowed

For full Case click here.

Bookmark

Rev. Proc. 2003-60; 2003-31 IRB 274

Rev. Proc. 2003-59; 2003-31 IRB 268

Rev. Proc. 2003-58; 2003-31 IRB 262

Rev. Proc. 2003-57; 2003-31 IRB 257

Rev. Proc. 2003-56; 2003-31 IRB 249

Let us help you with your gift plans

Contact Us

Shrine Mont
217 Shrine Mont Circle
PO Box 10
Orkney Springs, Virginia 22845, US

540.856.2141
8am to 4pm Monday – Friday

Resources for Professional Advisors

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.