A group of Youth Climate Leaders, one speaking into a microphone
© Phil Doyle

Gift Planning

Goals & Benefits

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.