Goals & Benefits
There are many ways to support Mass Audubon. These options will help you achieve different goals.
Your Goal |
Your Strategy |
Your Benefits |
---|---|---|
Your Goal Make an important impact to Mass Audubon that doesn't cost you anything during your lifetime, but that is priceless as part of the legacy that you leave behind. |
Your Strategy Include a gift from your will or trust (cash, specific property, or a share of the estate). |
Your Benefits A great way to provide resources that help Mass Audubon. |
Your Goal Avoid capital gains liability and take an income tax deduction. |
Your Strategy Use gifts of stock or appreciated securities instead of cash to make your gift. |
Your Benefits Buy low and give high — while avoiding capital gains tax. |
Your Goal Leave more of your estate to your heirs. |
Your Strategy Name Mass Audubon as beneficiary of your retirement plan and leave less-taxed assets to family. |
Your Benefits Eliminate income tax on retirement plan assets, and free up other property to pass to your heirs. |
Your Goal Continue to receive benefits back from the assets you give to Mass Audubon — and thus multiply your gift. |
Your Strategy Make a contribution to a pooled income fund. Create a life-income plan like a charitable gift annuity, charitable remainder annuity trust or charitable remainder unitrust. |
Your Benefits Receive income for your lifetime, receive a charitable deduction, and diversify your holdings. |
Your Goal Create a long-term gift that won't draw funds from your estate. |
Your Strategy Create a new life insurance policy or donate a paid-up policy of coverage you no longer need. |
Your Benefits Increase your ability to make a significant gift to Mass Audubon. |
Your Goal Reduce gift and estate taxes and leave more of your assets to your heirs. |
Your Strategy Create a charitable lead trust to pay income to Mass Audubon for a fixed time, then pay the remainder to your heirs. |
Your Benefits Reduce gift and estate taxes and freeze the taxable value of growing assets before they pass to your family. |
Your Goal Tap into one of your most valuable assets to make a gift to Mass Audubon. |
Your Strategy Use real estate to make your gift to Mass Audubon. |
Your Benefits Avoid capital gains tax, receive an income tax deduction — and have the option of a gift that doesn't affect your lifestyle . |
Use our interactive Plan-a-Gift™ tool to determine what type of planned gift might best suit your goals, assets, and age.