Forever Friends – Shalom Mountain Legacy Program
An Endowment Fund Supporting the Work of Shalom Mountain, Inc.
Support the Ongoing Work
Become a Forever Friend and help ensure that the important work of Shalom Mountain Inc. (SMI) will continue for generations to come. Please consider including Shalom Mountain in your estate planning!
You know, first-hand, that the spiritual legacy of Shalom Mountain is unlike any other. The experience, the loving community, the work, and the healing are unique and powerful.
Since 1976, Shalom Mountain has been a home for people on a journey, souls yearning for deep spiritual connection, individuals healing emotional wounds, hearts seeking simply to love and be loved. For many of us, the Mountain is part of our extended family, and an important part of our history. Our connections run deep and wide.
The Shalom Process continues to change our lives by calling us to be conscious, loving, and fully alive. And, as we age and our lives take on more meaning and wisdom, many of us want to express deep gratitude for the gifts we have been given.
“Shalom Mountain helped me awaken to myself almost 20 years ago. Since then, I have relied on the community being here for me, and for my children, through many life transitions, losses, celebrations, and times of longing for the next right step in my life. It has been a place to “come home to” often, for work weekends, for retreats, and for gatherings. Shalom Mountain is my spiritual community of beloved friends from many corners of the earth.”
A Heartfelt Way to Give
As a not-for-profit organization, Shalom Mountain, Inc. (SMI) can benefit long-term from the gifts we make, and in turn, can provide tax-efficient benefits for us, its donors.
The soul-nurturing work that Elisabeth and Jerry Jud began at Shalom Mountain in 1976 was passionately taken up and held by Joy Davey and Lawrence Stibbards in 1991, and continues to deepen and grow with each new generation.Throughout the years, we have been blessed by all those who have stepped forward to support this work and community with their generous gifts of money, time and talent.
Let love grow. Please consider providing for the future of the Mountain in your will or living trust!
Over the years, gifts from friends like you have:
- supported hundreds of people to come to the Mountain through the Tuition Assistance Program
- helped establish Shalom communities from coast to coast
- taken the Principles and Skills of Loving to Central America and Africa
- helped people obtain training to lead Shalom Retreats benefiting spiritual journeyers all over North America and abroad
- helped purchase neighboring properties for both sacred and residential use
- made possible the transition of Shalom Mountain to a not-for-profit in 2011
- helped establish the Endowment Fund
This is an impressive record of accomplishments on which we hope to expand.
Growing Our Endowment
Looking ahead, the best hope for assuring the future of Shalom Mountain is growing the permanent Endowment Fund. Please consider making a loving gift as part of your legacy! You can support our ongoing work now by making a capital gift to Shalom Mountain in your will or living trust.
Our Endowment Fund is now valued at approximately $150,000.
Our goal is to grow it to $1,000,000 or more in the coming years.
Each individual bequest expands our Endowment Fund and gives us greater ability to foster Shalom Retreats and Shalom communities, to help train leaders, and to offer financial support to those who could not otherwise afford the transformational healing experiences available at the Mountain.
Through your gift, you can rest assured that Shalom Mountain will be a place for your children, your grandchildren, and your great grandchildren to gather in community and to learn and practice the Principles and Skills of Loving.
You may leave a specific dollar amount or a percentage of your estate to Shalom Mountain. You may also leave almost any kind of specific asset through a bequest including cash, securities, a partial or entire interest in real estate (such as a residence), and/or tangible personal property (such as works of art or antiques). You may also choose to make Shalom Mountain the beneficiary of a life insurance policy or leave the remainder of an IRA, Keogh plan, tax-sheltered annuity, qualified pension, or profit-sharing plan.
Your Next Steps
When you include the Mountain in your estate plans, please notify us so that the governing body may look forward with confidence toward the future, and, most importantly, so that we can recognize you as a Forever Friend of Shalom Mountain. We have included a response form so you can let us know what actions you have taken to include Shalom Mountain in your estate plans.
Taxation of estates is complex, and we suggest you seek professional advice about the tax consequences of your estate plan.
Are You Already a Faithful Friend?
If you are currently a Faithful Friend, and want the amount of your annual contribution to continue once you have died, simply multiply your current annual donation by 20, and put that amount in your estate plans. Those dollars, with ongoing interest and growth of the fund, will assure that Shalom Mountain continues to receive your Faithful Friend contribution forever.
For more information or if you have questions, please contact Shalom Mountain at: firstname.lastname@example.org, or call (845) 482-5421 and we will be happy to talk with you.
PLEASE NOTE: The information in this brochure is provided for information purposes, and should not be considered legal or financial advice. Please consult your legal and tax advisors before making any material decisions based on this information.
“Long range planning does not deal with future decisions, but with the future of present decisions.”
-Peter F. Drucker