Dharma Legacy Circle
Passing on the Heart of the Dharma,
Now and Beyond Your Lifetime

August is National Make-A-Will Month, a time that reminds us of the importance of planning wisely for the future. As a fitting extension of the mindfulness and compassion we foster through our practice, Mountain Stream is proud to participate in this national movement to:

  • Protect oneself and loved one’s through clear and caring estate planning

  • Honor and support causes that are close to the heart for future generations

  • Embrace a mindful approach to planning ahead with ease and confidence

FREE ESTATE PLANNING TOOL

Estate planning is an act of intentionality and generosity that reflects what you value. FreeWill is a safe, secure and free-for-life online tool that gives you the power to write or update your own will and other essential documents.

While creating your will, you have the option to include a gift/bequest to Mountain Stream, tax ID# 68-0351052. It’s a gift that costs nothing today, while carrying forward our mission to:

  • Offer Dharma teachings with a dedicated focus on Insight practices supporting mindful living.

  • Provide ongoing programs, including meditation groups, retreats, classes, and opportunities for community service.

  • Uphold our commitment to offer programs in a safe, nourishing environment of respect and inclusion.

Embrace this season of legacy giving and join thousands of other individuals who are thoughtfully securing their own legacies and visions for a better world.  

SHARE YOUR PLANS & STAY CONNECTED

If you have already included Mountain Stream in your estate plan, please let us know by completing the form below.
We will ensure that we fulfill your gift exactly as you intended.
Thank you for your generosity and we look forward to connecting with you.

LEGACY GIVING

Legacy or Planned Giving ensures when a person passes away their wishes are met. There may be local laws which will dictate what happens to assets if you do not state your intentions in a Will. A financial plan can help make a difference to you and your family, and your community.

  • A simple and conventional way to make a legacy gift to Mountain Stream is in the form of a bequest, if you so choose.

  • Bequests are made through gifts of a will/trust, stock/bonds, an IRA/401K, life insurance policy, an annuity, or real estate. 

  • For suggested language to use when drafting your bequest, see Plan Now Give Later, below.

If you are interested in establishing your intentions for your estate, we would be happy to speak with you in confidence, with no obligation.

For more information, contact Juanita Bratton, Fundraising Administrator: DharmaLegacyCircle@mtstream.org

Thank you for considering Mountain Stream as a part of your legacy.


PLAN NOW, GIVE LATER

By choosing to name Mountain Stream Meditation in your bequest, you can help us forward our mission. All that is needed is a short statement in your will or trust. Here are some examples of suggested language*:

Residual: (after other bequests or designations are named)
“I give to Mountain Stream Meditation (tax ID# 68-0351052) the rest and residue of my estate to be used by Mountain Stream Meditation wherever the need is greatest.”

Portion/Percentage:
“I give to Mountain Stream Meditation (tax ID# 68-0351052) ___% of my estate to be used by Mountain Stream Meditation wherever the need is greatest.”

Specific Amount:
“I give to Mountain Stream Meditation (tax ID# 68-0351052) the sum of $___ of my estate to be used by Mountain Stream Meditation wherever the need is greatest.”

*Please consult your estate planning attorney when preparing legal documents.


NON-PROFIT STATUS

Mountain Stream Meditation is a 501 (c) (3) nonprofit organization. The organization employees a small, part-time staff and is supported through donations and an active volunteer community. Tax ID# 68-0351052.

Our mailing address is:
Mountain Stream Meditation
P.O. Box 2510
Nevada City, CA 95959