Fund Planning
We invite you to take advantage of our online services and our wide menu of philanthropic resources. Most likely, you are focused on the impact that your charitable dollars are having right now, but we encourage you to think about how you might structure your giving in future years. Will you want to pass along a tradition of giving to your children or grandchildren? Do you know what specific institutions or causes you want to support? Have you thought about incorporating charitable giving into your overall estate plans? The Boston Foundation works with donors to develop customized plans to meet goals in the three intersecting areas of philanthropy, estate planning and family. Our Succession Planning Guide can assist you in the planning process. Below are several fund planning options you may want to consider: