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 978-541-1767 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 978-541-1767 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 978-541-1767 or kotker@mountgrace.org.