Legacy Giving

Legacy or Planned Giving ensures when a person passes away their wishes are met. There may be local laws which will dictate what happens to assets if you do not state your intentions in a Will. A financial plan can help make a difference to you and your family, and your community.

A simple way to make a difference after passing is through a gift to Mountain Stream if you so choose. We have found the best way to make a gift is in the form of a bequest. Bequests are made through gifts of a will/trust, stock/bonds, an IRA/401K, life insurance policy, an annuity, or real estate.

If you are interested in establishing your intentions for your estate in this way, we can assist you, working directly with you and/or your professional financial advisors. For more information, contact Marcia Craighead, Philanthropy Director, marcia@mtstream.org

Stock Transfer Gift

A gift of stock allows you a tax deduction for the market value of the donated stock (not just your cost basis). If the stock you intend to donate has been held for more than one year, you can avoid capital gains tax on any appreciation of the stock by donating the stock prior to sale. Mountain Stream would benefit by selling the stock without paying taxes on the gain, and you benefit from making a contribution that would be larger than what you might have been able to donate in cash.

If you are interested in finding out more, please email Marcia Craighead, Philanthropy Director, marcia@mtstream.org
 

Non-Profit Status

Mountain Stream Meditation is a 501 (c) (3) nonprofit organization. The organization employees a small, part-time staff and is supported through donations and an active volunteer community. Tax ID# 68-0351052.