Leave a Legacy

Whether you are old or young, it is never too early to think about your future and plan for how your affairs will be handled when you are gone. Planned gifts allow you to bequeath assets, such as appreciated securities, to MPB Foundation. They can also offer tax benefits. With just a few simple steps and legal instructions, you can have peace of mind for tomorrow by ensuring that you and your loved ones are well-protected with a steady source of income.

Bequests and Estate Plan Gifts

You can make a bequest or gift through your estate by including a provision in your will or living trust or by naming MPB Foundation as a beneficiary of a retirement plan or life insurance policy. The amount left can be expressed as a dollar amount as well as a percentage of the assets given. We’ve partnered with FreeWill to make the process easier than ever. Using this free tool, you can write your legal will and create a gift that supports MPB for generations to come. Get started here.

Annuities

Annuities vary depending on age and amounts. Please contact us or your financial planner for more information.

Retirement Plans

Retirement plans can be used in a variety of ways which may offer tax deductions for you and your heirs while benefitting MPB. Contact us or your financial planner for more information. You can also use FreeWill’s free, online resource to easily take account of all of your assets, and to name MPB as a beneficiary of your retirement plan, life insurance, or another asset!

Life Insurance

By designating MPB Foundation as beneficiary or one of the beneficiaries of a life insurance policy, a lump sum according to the terms of your policy will be donated to MPB Foundation upon death.

Real Estate

Donating or leaving a legacy gift of your property to MPB Foundation can have multiple advantages for you and your heirs. Please contact us or your financial planner for more information.