Create A Legacy

From simple bequests to complex estate plans, the Mid-Shore Community Foundation offers a wide range of options to create a lasting legacy that will create a permanent source of community capital, helping to do good work forever.

Bequest by Will

You can designate a specific amount for a gift, or portion of your estate to the Mid-Shore Community Foundation to support the community, and the causes and charities you care about. In some cases, you can receive a substantial reduction in federal gift and estate taxes. How it works >

Charitable Gift Annuity

You can make a gift of cash or property to the Mid-Shore Community Foundation now, get immediate tax benefits, and ensure that you or a loved one receive fixed quarterly or annual income payments for life. How it works >

Charitable Remainder Trust

You can place cash or property in a trust that pays annual income to you (or another named beneficiary) for life. After your death, the remainder of the trust transfers to the Mid-Shore Community Foundation and is placed into a charitable fund you have selected. You receive income tax benefits the year you establish your trust. How it works >

Charitable Lead Trust

You can place cash or property into a trust that pays a fixed amount to the Mid-Shore Community Foundation for the number of years you select. Once this period ends, the assets held by the trust are transferred to the beneficiaries you name. In some cases, you receive a substantial reduction in federal gift and estate taxes. How it works >

Beneficiary Designation

You can make the Mid-Shore Community Foundation a full or partial beneficiary of your life insurance policy or retirement account. This is an easy way to make a legacy gift without modifying your estate plan. Upon your death, your gift is placed into the charitable fund of your choosing.

Memorial Gifts

Turn memorial gifts into a lasting legacy, honoring the memory of a special person for generations to come. How it works >