Make a lasting difference in the lives of others
Consider including Monadnock Family Services in your will or estate plans by joining The Batchelder Society
We invite you to join the The Batchelder Society by including a bequest to Monadnock Family Services in your estate plans. If you have already done so, we thank you and ask that you please let us know by completing and returning the enclosed envelope. We would be honored to count you among the many angels whose gifts are an enduring legacy to the well-being and vitality of our communities.
Here are a few options you might talk about with your financial advisor or attorney to determine the best plan for you:
Bequests are the simplest form of planned giving. Once you have provided for the people you care most about, we hope you will consider including MFS in your estate plans. You can do that by:
• Leaving MFS a percentage of your estate
• Naming a specific dollar amount you want to give to MFS
• Naming MFS as the residual beneficiary of your estate
As a charitable bequest, your gift is deductible when calculating estate taxes. There is no limit on the amount of a charitable deduction.
Life insurance policies
Life insurance policies purchased early in family life are often no longer needed in later years. By naming MFS as the beneficiary of all or a portion of the proceeds of a life insurance policy, you would benefit by either realizing an immediate income tax deduction or a reduction of your estate’s tax liability.
Retirement funds are another source of providing a lasting gift to MFS. Having a portion or all of your retirement plan paid out to MFS allows you to gain tax benefits and reduce your estate for purposes of estate taxes.
Donor Advised Fund
A Donor Advised Fund is a type of charitable gifting program that allows you to combine tax benefits and the flexibility to support your favorite charities. A donor advised fund lets you contribute assets (i.e. cash, stocks or bonds) to a charity.
Charitable Remainder Trust (CRT)
By establishing a CRT during your lifetime, you can donate assets to your favorite charity through a trust while you and/or your beneficiaries receive payments during your or their lifetime.
Please contact the Development Office at Monadnock Family Services for additional information about The Batchelder Society.
“My active involvement with Monadnock Family Services as a volunteer, Alice Circle member, and former Board member, has enriched my life and given me invaluable insight into the critical mental health services MFS provides for thousands of people in the Monadnock Region. Experiencing mental illness in our family has emphasized the importance of supporting community mental health services and by making a legacy gift to MFS, my goal is to improve the lives of individuals living with mental illness. I believe that we all share the responsibility to take care of our community today and for generations to come.”
– Jean Hoffman
In September 1905, a group of twenty eight citizens gathered at the home of Mrs. Alice Batchelder to create an organization that would provide food and clothing to needy families. The new organization was called Associated Charities of Keene. Today, it is known as Monadnock Family Services.
Monadnock Family Services has grown and changed in many ways since 1905. We still offer aid to families, but today that aid also comes in the form of counseling and related supports to individuals and families living with mental illness.
The intentions of the original twenty-eight concerned citizens live on today in the generosity of our donors. It was with this caring legacy in mind that MFS created The Batchelder Society.