Planned Giving

Your Legacy is our Future

Planned gifts are as unique as the people inspired to give! Planned gifts provide meaningful support to The Arc Mid-Hudson Foundation while helping to fulfill your personal legacy and achieve your financial goals.

Make a lasting impact for the people most important to you while supporting The Arc Mid-Hudson Foundation’s Mission “to empower people with intellectual and other developmental disabilities to achieve and experience the highest quality of life.”  

You can establish a planned gift that benefits you, your family, and The Arc Mid-Hudson Foundation. Some gifts can help you maximize lifetime income. Others can reduce estate taxes faced by your heirs.

 gift options that will match your personal goals with your gift

Regardless of the size of your estate, proper planning is important to ensure that the assets you have worked a lifetime accumulating are distributed according to your wishes. As with all tax and estate planning, please consult with your attorney or tax advisor. We are here to answer questions and offer suggestions confidentially based upon your personal circumstances and interests.

healthcare papers and living will

Estate Intention Form

If you include The Arc Mid-Hudson Foundation in your plans, don’t forget to let us know so we understand your goals and passion for giving. We would also like to express our appreciation and welcome you as a member of our Legacy Society. Please contact Lori McCabe, Senior Director of Communications & Development at (845) 331-4300 ext. 41228 or Lori.McCabe@ArcMH.org.

Thank you for creating your Legacy! 

The information contained in this website is provided for informational purposes only and should not be construed as legal or financial advice on any matter. We encourage you to seek the advice of an attorney and/or a financial planner with expertise in special needs planning who can advise you on how to protect both current and future financial needs.


Language and Instructions

To make your gift, please share the wording below with your attorney, who will add it to your living will or living trust.

Bequest Language

When including a bequest provision, always use our legal name: The Arc Mid-Hudson Foundation. 

Federal Tax ID: 14-1721977

Restricted Bequest

I give and bequeath to The Arc Mid-Hudson Foundation, Kingston, New York, the sum of $________(or property herein described) ______________, to be used for ___________ purposes. At any time however, in the event the original purpose of the gift no longer exists as determined by The Arc Mid-Hudson board of trustees, The Arc Mid-Hudson Foundation board of trustees shall redirect the proceeds of this gift to another purpose as similar as possible as determined by the board.”

couple sitting down holding hands while somebody in front of them writes down on papersPercentage Bequest

“I give and bequeath to The Arc Mid-Hudson Foundation, Kingston, New York, _____ of the rest, residue and remainder of my estate for its general purposes.”

Specific Bequest

“I give and bequeath to The Arc Mid-Hudson Foundation, Kingston, New York, the sum of $______ its general purposes.”