Planned giving integrates philanthropy with overall financial, tax and estate planning, ensuring that your clients receive the full benefit of their contributions while supporting the charitable causes of their choice.

The Boston Foundation offers a full range of planned giving vehicles, serving as trustee of charitable remainder and lead trusts, issuing immediate and deferred charitable gift annuities and assisting with bequest, retirement plan beneficiary designations and gifts of life insurance. In addition, your clients will have the flexibility to direct the charitable gift portion to any type of fund at the Foundation.

The Boston Foundation's Estate and Gift Planning staff maintain a high level of expertise and are available to discuss the various planned giving options and benefits, provide sample calculations and forms, or arrange for a confidential gift planning consultation with you and your client.  Contact Director of Estate and Gift Planning or call 617-338-4268.

Visit our Planned Giving Design Center to explore our library and review technical articles about planned giving vehicles. To calculate planned gifts using PG Calc, click here.