Main content

Planned Gifts

Leave a Legacy

A planned gift can help you take care of your family’s financial needs while also creating a legacy to support the places you care about forever.

Bequests from Mount Grace members like Eleanor Whitney and Margaret Power Biggs have played a historic role in protecting the North Quabbin landscape. Today, Mount Grace members like Dan Leahy and Julia Rabin carry the tradition of legacy giving forward.

Julia and I have a beautiful life, living in a place that is quiet, has abundant wildlife and a dark night sky. We are embedded in a landscape of small towns, productive farms and forests, and warm loving friends. Dan Leahy

Protecting the uniqueness of this place takes a lot of resources. That is why Dan and I made the decision to include Mount Grace in our will. We have a special opportunity to truly shape our region’s landscapes. We hope you will join us in considering a legacy with Mount Grace. Julia Rabin

Now, more than ever, Mount Grace needs community support to protect cherished local landscapes. We invite you to support Mount Grace through a legacy gift.

There are several ways to make a planned gift, including:

  • Bequests of Cash: you can specify a gift of any amount to Mount Grace in your will

  • Residual Bequests: you can give a percentage of your estate

  • Bequests of Property: you can give a specific property to be sold to benefit conservation

  • Retirement Accounts: you can designate Mount Grace as beneficiary of your retirement account

If you would like information about planned giving with Mount Grace, please contact David Kotker, Mount Grace Major Gift & Grants Manager, at 978-248-2055 x19 or kotker@ mountgrace.org.

This information is general and is not intended as legal advice. Please consult an attorney or financial advisor when considering a planned gift.

Funds

Mount Grace holds assets in several different funds, including funds designated for specific purposes by donors. Funds are invested according to the Mount Grace Investment Policy Statement. A fund may include unrestricted, donor-restricted, and Board-designated amounts. Donor-restricted amounts are donated with restrictions that cannot be altered. Contributions to any fund are appreciated. For a full list of funds, please contact David Kotker, Mount Grace Major Gift & Grants Manager, at 978-248-2055 x19 or kotker@ mountgrace.org.

Gifts of Securities

For information on gifts of stocks, bonds, or securities, or qualified charitable distributions from Individual Retirement Accounts, please contact David Kotker, Mount Grace Major Gift & Grants Manager, at 978-248-2055 x19 or kotker@ mountgrace.org.