We offer a full range of charitable gift planning services to donors interested in making a planned gift. This site is an introduction to the many benefits and opportunities of planned giving. Such gifts can support MCHT, while helping a donor reduce taxes, increase income, and pass on more to heirs. There are several planned gift options to explore and consider, including the following:
- A Bequest
- Gifts that provide income
- Special gift planning programs
- The Norumbega Society
- Glossary of terms
There are several types of assets that can be transferred as a gift to MCHT:
- Cash, stock, mutual funds, bonds, including savings bonds
- Retirement accounts (401K’s and IRA’s)
- Real estate
- Closely held stocks, business interests and partnerships
- Tangible personal property
How Planned Gifts Support MCHT’s Mission
Unrestricted: permits the Board of Directors to allocate the gift to meet MCHT’s greatest needs.
Restricted: directs the gift to support a specified purpose or project such as land protection, stewardship, community well-being, the land trust program, or other MCHT initiatives.
The vast majority of planned gifts are added to the organization’s endowment, making them a permanent asset for MCHT. At the direction of the Board of Directors, a specified portion of the total investment return for all endowed assets is spent each year in accord with the terms of the gifts. When contemplating a designated planned gift, we suggest that the donor consult with an advisor and a member of MCHT’s Development staff for suggestions and advice for your consideration.
To request a personal illustration, please contact David Warren, Planned Giving and Major Gifts Officer. All illustrations and conversations will be done on a strictly confidential basis.
Maine Coast Heritage Trust is a charitable tax-exempt organization under section 501 (c)(3) of the Internal Revenue Code. Tax ID # 23-7099105