Dharma Legacy Circle ~
Passing along the Heart of the Dharma,
Now and Beyond Your Lifetime
LEGACY GIVING
Legacy or Planned Giving ensures our wishes are met when we pass away. Local laws will dictate what happens to our estate assets if we do not legally state our intentions.
An estate plan can make a difference to you, your family, and your community while carrying forward Mountain Stream’s mission to offer the Dharma, support the Sangha, and uphold a path to Awakening for generations to come.
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.
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.
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.
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.
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 thoughtfully securing your legacy and visions for a better world.
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