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Making a lasting mark
The Middleburg Legacy Society honors those who have made a commitment to support our mission beyond their lifetime, or who choose to give generously right now. Members enjoy a deep connection to the work they make possible, with recognition, invitations to exclusive events, and the enduring knowledge that their values and this community will live on.
ABOUT THE SOCIETY
PLANNED GIVING OPTIONS
Shape your legacy
There are many ways to include us in your long-term plans. Whether through your estate, your retirement accounts, or the assets you've built over a lifetime, each option below offers meaningful benefits, for you and for the causes you love.
Methods of planned giving
Appreciated Securities
Donating stocks, bonds, or mutual funds that have grown in value allows you to avoid capital gains tax entirely while claiming a deduction for the full fair market value. It's one of the most tax-efficient charitable gifts available to investors.
Art & Collectables
Donate works of art, antiques, or other tangible personal property that hold significant value. We work with you to ensure pieces are properly appraised and that your gift is used in a way aligned with your wishes, and your legacy.
Beneficiary Designation
Name us as a beneficiary on your life insurance policy, IRA, 401(k), or 403(b). It's one of the simplest legacy gifts, no legal fees, no paperwork changes to your will, and assets transfer directly to us after your lifetime, often bypassing probate.
Bequest (Will or Trust)
Cash Donation
Charitable Remainder Trust
Charitable Lead Trust
Donor-Advised Fund
Private Stock
Real Estate
Leave a specific dollar amount, a percentage of your estate, or particular assets to us through your will or living trust. A bequest costs nothing today, can be changed at any time, and is one of the most powerful ways to extend your impact for generations.
Make a one-time or recurring gift by check, credit card, or bank transfer. Gifts are fully tax-deductible to the extent allowed by law, and your support is felt immediately by the people and programs you care about.
Transfer assets into a trust that pays income to you (and/or a loved one) for life or a set term. At the end of the trust period, the remaining assets pass to us. You receive an immediate partial charitable deduction and may reduce capital gains on appreciated assets.
A charitable lead trust works in reverse: it pays income to us first for a defined period, then transfers the remaining assets to your heirs. It's an elegant way to support our mission now while passing wealth to the next generation, often with reduced gift or estate taxes.
Contribute to a donor-advised fund (DAF) and recommend grants to us on your own timeline. DAFs offer an immediate tax deduction, allow your assets to grow tax-free, and give you flexibility to support multiple causes over time, all with a single, streamlined vehicle.
Owners of closely held or pre-IPO companies can donate private stock directly to us. This can provide a charitable deduction based on the stock's appraised value while helping you manage concentration risk, all without triggering an immediate capital gains event.
Gift a home, land, or commercial property outright, or retain the right to live in your residence for your lifetime before it transfers to us. Real estate gifts can deliver significant tax advantages and free you from ongoing maintenance and property costs.
GET IN TOUCH
Ready to Pledge?
Contact our Development Director today for a confidential, obligation free conversation on how to best leave your mark on our community.
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