Planned Giving: MOFGA Legacy Circle

At MOFGA, we believe that everyone — regardless of income or situation — has the opportunity to leave a gift with a lasting impact, and we welcome you to join our Legacy Circle so that we may celebrate your philanthropic giving. 

Thank you for ensuring that MOFGA’s mission will continue well into the future. 

For more information about planned giving, please contact Meghan Metzger, director of development and membership, at [email protected] or 207568-6013.

Anyone who gives to MOFGA via:

  • A noted bequest in their will or trust.
  • A piece of real estate, gifted either before or after death.
  • A Charitable Gift Annuity. 
  • A noted beneficiary of a life insurance or retirement plan.
  • A gift of personal property valued over $5,000.

A bequest is an asset given through your will or trust. By far our most popular form of future gift, it costs you nothing now, and may provide tax savings or help reduce the tax burden for your heirs. You may remain anonymous if you choose, or allow us to celebrate your lasting legacy as a supporter of MOFGA’s vital work for farmers, gardeners and our environment. 

MOFGA will receive the gift after your lifetime and apply it to the purpose(s) you specified. Unrestricted charitable gifts are used to support our most important initiatives.

Leaving a bequest to MOFGA in your will or trust is simple.

  1. Once you determine what particular asset, dollar amount or percentage of your estate you would like to give to MOFGA, you can include it as a bequest provision in your will or revocable trust. You can do this while creating your will or trust, or you can amend an existing one with a simple document (often referred to as a “codicil” to your will). MOFGA can be either a primary or a contingent beneficiary.
  2. If you plan to restrict the use of your bequest (designating to a specific area or program), please contact MOFGA while drafting your will or trust to ensure your wishes can be met. The more narrowly you restrict the use of your bequest, the greater the risk that the program you want to benefit today won’t be as vital or as relevant when we receive your gift in the future. 
  3. Inform MOFGA of your commitment (this is especially important for gifts of real estate, business interest or other specialized property) to help us ensure your wishes can be fulfilled, while allowing us to welcome you to our Legacy Society with lifetime membership and other rewards.

If you wish to name MOFGA in your estate plan, we should be named as:

The Maine Organic Farmers and Gardeners Association, a nonprofit corporation, organized and existing under the laws of the state of Maine, with the principal business address of 294 Crosby Brook Road, PO Box 170, Unity, Maine, ME 04988. 

Our tax identification number is: 01-6048322 

For any specific tax questions for your unique situation, we recommend consulting with a qualified advisor before making a gift.

For more information on this program, please contact our director of development and membership at 207-568-6013 or [email protected]

You can name MOFGA as the primary beneficiary of your life insurance policy or as a co-beneficiary.

You can also irrevocably donate your paid-up life insurance policy — please contact us directly about making this type of gift.

Follow these simple steps to make a gift of life insurance:

  1. Provide now for a future gift by naming the Maine Organic Farmers and Gardeners Association of Unity, Maine, as the beneficiary of a policy insuring your life.
  2. If you plan to restrict the use of your bequest (designating to a specific area or program), please contact MOFGA to ensure your wishes can be met. The more narrowly you restrict the use of your bequest, the greater the risk that the program you want to benefit today won’t be as vital or as relevant when we receive your gift in the future. 
  3. At death the benefits pass to MOFGA and are applied to our most critical work at the time or the program designated by the donor.
  4. Inform MOFGA of your commitment, which helps us ensure your wishes can be fulfilled and allows us to welcome you to our Legacy Circle.

To identify MOFGA in your policy, please use the following information:

The Maine Organic Farmers and Gardeners Association, a nonprofit corporation, organized and existing under the laws of the state of Maine, with the principal business address of 294 Crosby Brook Road, PO Box 170, Unity, Maine, ME 04988

Our tax identification number is: 01-6048322 

For any specific tax questions for your unique situation we recommend consulting with a qualified advisor before making a gift.

For more information on this program, please contact our director of development and membership at 207-568-6013 or [email protected]

You can make a significant impact to the future of farming, gardening and the environment by making MOFGA a full or partial beneficiary of your IRA, 401(k) or other qualified retirement plan. 

The taxes applied to your retirement plan assets may be different than you imagined — in fact, using retirement assets to make a donation and leaving other assets to your heirs often enables you to give more to your heirs.

Follow these simple steps to make this kind of gift:

  1. Provide a future gift by naming the Maine Organic Farmers and Gardeners Association of Unity, Maine, as the beneficiary of a qualifying retirement plan through a beneficiary designation form. An extra step may be required to designate a 401(k).
  2. If you plan to restrict the use of your bequest (designating to a specific area or program), please contact MOFGA to ensure your wishes can be met. The more narrowly you restrict the use of your bequest, the greater the risk that the program you want to benefit today won’t be as vital or as relevant when we receive your gift in the future. 
  3. After your lifetime, the remainder or a percentage of your plan passes to MOFGA tax-free and to any other named heirs.
  4. Inform MOFGA of your commitment, which helps us ensure your wishes can be fulfilled and allows us to welcome you to our Legacy Circle.

To identify MOFGA in your plan, please use the following information:

The Maine Organic Farmers and Gardeners Association, a nonprofit corporation, organized and existing under the laws of the state of Maine, with the principal business address of 294 Crosby Brook Road, PO Box 170, Unity, Maine, ME 04988

Our tax identification number is: 01-6048322

It is also possible to make a current gift using your IRA. For more information, please visit the IRA Rollover page.  

For any specific tax questions for your unique situation we recommend consulting with a qualified advisor before making a gift.For more information on this program, please contact our director of development and membership at 207-568-6013 or [email protected].

Text on image: Charitable Gift Annuity  Property - Value: $25,000 Costs: $17,624 Gain: $7,376  Arrow to 5.90% Annuity - Principal: $25,000   Arrow to Charity: $12,500 (Approximate Value)  1. Gift property to charity. Partial bypass $7,376 gain may save $574. Income tax deduction of $10,356 may save $2,485 2. Annuity of $1,475.00 for one life. Tax-free amount 747.43. Estimated one life payout of 25,075. Effective payout rate 7.69%.  3. Quarterly payments for one life. Property passes to charity with no probate fees. There are also no estate taxes.

Graphic courtesy of Bar Harbor Trust Services

For more information on this program, please contact our director of development and membership at 207-568-6013 or [email protected].

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