Planned Giving

Least Tern on nest with chick © Yunzhong He
Least Tern © Yunzhong He

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Contact Us

Jan Adams, Director of Planned Giving
781-259-2111 • Email

Mass Audubon's tax ID:

Let your passion inspire the future. By remembering Mass Audubon in your will or estate plan, you will honor your commitment to our natural world and provide support that will help Mass Audubon stay strong, relevant, and vibrant into the future.

We invite you to become a part of the Tern Society, our planned giving recognition group, for making this thoughtful choice! 

There are many ways to create a legacy to this organization—one size does not fit all. That's why we're happy to help you find the perfect solution that fits you.

CARES Act Provides New Options for 2020 Charitable Giving

→ Check with your attorney or tax preparer to see how these opportunities could benefit you! ←

  1. Donors who itemize may elect to apply a new 100% of Adjusted Gross Income (AGI) limit to cash gifts to public charities. The limit is reduced dollar for dollar by other itemized charitable deductions. This means a donor who deducts 30% of her AGI in long term appreciated security or property gifts and elects the 100% of AGI for qualified cash contributions will be able to also deduct up to 70% of her AGI for qualified cash gifts, a total deduction of up to 100% of AGI.
  2. Donors who do not itemize are eligible for a $300 ($600 for married couples) charitable deduction. It is an above-the-line adjustment to income that will reduce the donor’s AGI and thereby reduce taxable income. The deduction is not available for Donor Advised Funds nor for cash deductions carried forward from a previous year. 
  3. Most donors will not have a Required Minimum Distribution (RMD) from their IRA, 401(k), 403(b), and most other defined contribution plans. Donors can still make Qualified Charitable Distributions from RMD accounts beginning in the year they reach age 70 1/2, even though RMD ages changed for most to age 72.

Bequests — A Simple Option

Bequests are gifts made through your will or living trust. Naming Mass Audubon in a bequest is an easy way to invest in the future and protect land from development. They are:

  • Easy to write!
  • Revocable—you can change the beneficiaries at any time
  • Cost nothing during your lifetime—they are paid out at death
  • Personal—you create a legacy that helps conserve important lands and habitats in Massachusetts

→ Use this language to create a bequest ←

"I bequeath to Massachusetts Audubon Society, a Massachusetts charitable corporation in Lincoln, MA, the sum of $____ [or____%] of my residuary estate to be used for its general purposes [or for a specific wildlife sanctuary or program, e.g. Land Protection, XYZ Wildlife Sanctuary, Environmental Education, etc.]."

Life Income Gifts — An Investment Opportunity

Mass Audubon offers several planned giving opportunities that can help you achieve your charitable giving intentions while also establishing an income stream for yourself or designees. Options include:

  • Charitable Gift Annuity
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Pooled Income Fund

Other Estate Gifts — Creative Solutions at the Right Time

Sometimes the perfect fit for your individual needs, we can talk with you about these and other options, including:

  • Real and Personal Property
  • Retirement Accounts
  • Life Insurance 

Join the Tern Society 

Tern icon

For those who make the thoughtful choice to support Mass Audubon through planned giving, it is our honor to welcome them into the Tern Society.

Benefits include recognition in Mass Audubon's Annual Report; invitations to special events each year; and exclusive communications about Mass Audubon's work and accomplishments.

Download the Brochure