Leave a Lasting Legacy

December 18, 2017

Including the Friends of Mount Auburn Cemetery in your will or estate plan is a simple way to make a meaningful contribution to this treasured organization. A bequest is a gift made to Mount Auburn through your will or trust at the time of your passing. A bequest is also an extraordinary demonstration of commitment that costs you nothing in your lifetime, all while supporting public education, the care of the horticultural collection, preservation and conservation, enhancements to the landscape, and protection of wildlife habitat. Your bequest language can specify how your gift will be used by Mount Auburn upon receipt.

How You Benefit

*Planned gifts come out of your assets at the time of your death and therefore do not diminish your current income

*You may alter your bequest or trust designation at any time

*Your bequest or trust designation is entirely free from federal estate taxes, whereas if it were left to an individual, a significant amount might go to federal estate taxes

*You receive immediate benefits as a member of the Remembrance Society, such as invitations to private receptions, recognition in the Annual Report, and more

How It Works

*Notify Mount Auburn of your intent by calling 617.607.1970

*Include a bequest provision in your will or revocable trust (see sample text below)

*Upon your passing, the Friends of Mount Auburn receives the bequest you specified

Types of Bequests

Cash Bequest
Mount Auburn receives a specific dollar amount from your estate

Residuary Bequest
Mount Auburn receives all or a percentage of the remainder of your estate after the payment of any specific bequests and expenses

Retirement Plan
Mount Auburn is designated as a beneficiary of the remainder of your IRA or qualified pension

Life Insurance
Mount Auburn is designated as a beneficiary or owner of your life insurance policy

Sample Bequest Language to review with your estate planning professional

The following language in your will would create such a gift: “I give the sum of ______________dollars ($___________) [or ____________% of my estate] [or description of securities or other property] to the Friends of Mount Auburn Cemetery, a federally tax-exempt 501(c)(3) with offices at 580 Mount Auburn Street, Cambridge, MA 02138. This gift is unrestricted [or a specific designation].

The Remembrance Society

The Remembrance Society was established to honor those who choose to include Mount Auburn in their will and/or estate planning. Members enjoy a variety of benefits in gratitude for their generosity, such as invitations to private receptions, recognition in the Annual Report, and more. Please contact Jenny Gilbert, Director of Institutional Advancement at 617-607-1970 or jgilbert@mountauburn.org for more information.

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