Planned Giving to MVCMA

If you seek to help insure the future of the Martha's Vineyard Camp Meeting Association, and would like to postpone a large gift to the future, please call or email CJ Rivard at the MVCMA Office to discuss how you may defer a contribution through your retirement plan, trust, will or other planning.  508-693-0525 - [email protected]

It is through the foreward thinking of generous patrons like you that we will be able to ensure the permanence of the Association's historic buildings and the quality of programs for future generations. Possible ways to make a planned gift are outlined below. 

**This material has been prepared for informational purposes only, and is not intended to provide tax advice. 
Any planned gift that you are considering should also be discussed with your personal tax or financial advisor.

Bequests

All types of planned giving, which defer to after a person's death, are considered bequests.
Each method has different nuances and offer unique, but attractive tax benefits.  
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This page of various options is meant for ideas, but please always check with an estate planning and tax specialist.

Gifts of Real Estate

A gift of real estate is a wonderful way to make a large contribution toward securing the future of the MVCMA, while retaining the right to live in your home for the rest of your life.  Gifts of primary, as well as vacation homes and land, may be made through your will or a revocable living trust.​

Life Insurance Policy 

When you own a life insurance policy with accumulated cash value, and the original purpose for the protection no longer applies (such as educating children now grown), you may want to consider redirecting it to help support a worthwhile cause.

Gifts of Cash & Personal Property

A cash gift through your will or revocable living trust is the easiest and most common way to make a planned gift. It can be for a percentage of your estate or specific dollar amount. 

Some tangible personal property may also be a charitable gift. Any tax deduction depends on whether the MVCMA can use it in a way that is related to its tax-exempt purpose.  

Retirement Plan Assets

If you have an employer retirement plan, IRA, or other tax-sheltered annuity, keep in mind that these are some of the most heavily taxed assets at time of death,  totaling up to 35%. This may make it worth considering naming MVCMA as a beneficiary (all or in part) of your retirement account; and leaving less heavily taxed assets to your heirs.

Securities & Bonds

Stock that has increased in value is one of the most popular assets used for charitable giving, once it has been held for more than one year. Making a gift of securities to us offers you the chance to help the MVCMA  while realizing many important benefits for yourself.

Savings bonds are normally taxed when they're cashed in, reissued to another person or reach final maturity. Fortunately, you can reduce, or even eliminate, income taxes when you choose to leave your bonds to the MVCMA. Although the bonds themselves can't be directly donated to a charitable organization during your lifetime, there are smart strategies that allow you to use them to support our mission.