Planned Giving through the Arches Society

Much like the elegant arches at Rolling Ridge support the beauty of our historic manor, seamlessly connecting house and gardens, The Arches Society is a link between today and tomorrow, upholding the mission of Rolling Ridge for generations to come. Through the Arches Society, your commitment ensures a legacy for our ministry and programming, and the preservation of our cherished property and grounds.

Membership in The Arches Society honors individuals who include Rolling Ridge in their estate or long-term giving plans. As pillars of support for the future of our organization, Society members recognize the importance of safeguarding the Ridge's lasting impact, raising their example high for others to follow.

When considering planned giving, you can ensure a vital future for Rolling Ridge, the place you love and the values you share. Depending on the type of planned gift you choose, you may benefit from tax advantages that benefit you and your heirs, and some gift arrangements can even provide income during your lifetime. Through planned giving, you can make a more significant impact than through annual donations alone.

Arches Society Membership Benefits

Membership in the Arches Society includes:

• Annual Society luncheon with Rolling Ridge staff and guest speakers
• Certificate of membership and a customized gift
• Recognition in our annual donor report
• Heartfelt appreciation from future staff and visitors to Rolling Ridge
• Direct Connection to impact, with powerful stories and reports from Rolling Ridge

Gift Options

At Rolling Ridge, we offer several ways for you to make a lasting impact through planned giving. Each option provides unique benefits for both you and our nonprofit organization. Consider these opportunities:

Bequests

A bequest is one of the simplest and most flexible ways to leave a legacy. Working with your advisor, you can include Rolling Ridge in your will or living trust by gifting:

• A percentage of your estate
• A specific asset (such as property, stocks, or valuable items)
• The residue of your estate (what remains after other bequests are fulfilled)

IRA Contributions

For those 70½ or older, making a gift directly from your IRA can be an excellent option:

• Qualified Charitable Distributions (QCDs) from your IRA are not considered taxable income
• These gifts can satisfy your Required Minimum Distribution (RMD)
• You can donate up to $100,000 annually from your IRA tax-free
• This method allows you to support Rolling Ridge while potentially reducing your tax burden.

Donor Funds

For supporters of multiple charities, we offer two types of funds:

• Donor Endowed Funds (DEF): Create a permanent endowment in your name or in honor of a loved one
• Donor Advised Funds (DAF): Contribute to a fund and recommend grants to Rolling Ridge and other charities over time

These options provide flexibility and can simplify your charitable giving strategy.

Life Income Gifts

These arrangements allow you to support Rolling Ridge while receiving income for life:

• Charitable Gift Annuities: Exchange a gift of cash or securities for fixed payments to you for life
• Charitable Remainder Trusts: Transfer assets into a trust that provides you with income and benefits Rolling Ridge in the future

These options can provide tax benefits and a steady income stream while supporting our mission.

Applied Securities

Donating stocks, bonds, or mutual funds that have increased in value can be a tax-wise way to give:

• Appreciated securities do not have capital gains taxes on appreciation
• Receive a charitable deduction for the full fair market value of the securities.

Contact Us for a Planned Gift Consultation

Rolling Ridge is proud to partner with the United Methodist Foundation of New England (UMFNE) to manage endowments, bequests, and long-term giving. They can help you decide what, how, and when to give. Knowing which assets to give to family and which are best for charity can save thousands in taxes.

Gary Melville, Director of Development  
800-595-4347 x103  
gmelville@umfne.org

Lawrence Jay, Executive Director  
978-682-8815  
lawrence.jay@rollingridge.org

Gift planning consultations are free! If you are interested in joining the Arches Society, please contact us!

Your planned gift, regardless of size, plays a crucial role in securing the future of Rolling Ridge. Thank you for considering the Arches Society!