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

Gift Planning

Gifts from Your Will or Trust

Gifts from Your Will or Trust

Learn More About Planned Gifts with Mass Audubon

If you’re interested in supporting Mass Audubon through a charitable gift and want to get started with facts, benefits, and next steps, we’re ready to help. These downloadable resources outline the process of supporting the nature of Massachusetts through a variety of planned gift options. We look forward to hearing from you!

Need to preserve assets? You can plan a gift to us that will take effect only after your other obligations are fulfilled.

This diagram represents how to leave a gift through your will or trust - a gift that costs nothing during lifetime.

How It Works

  • Include a gift to Mass Audubon in your will or trust. (Here is sample bequest language for your will.)
  • Make your bequest unrestricted or direct it to a specific purpose.
  • Indicate that you would like a percentage of the balance remaining in your estate or trust, or indicate a specific amount.
  • Tell us about your gift so we may celebrate your generosity now.

Important Related Topics

Benefits

  • Your assets remain in your control during your lifetime.
  • You can modify your gift to address changing circumstances.
  • You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
  • Under current tax law, there is no upper limit on the estate tax deduction for your charitable bequests.