HOW WILL YOU BE REMEMBERED?

WHAT STEPS CAN YOU TAKE TODAY TO
CREATE A LASTING LEGACY FOR THE GREATER GOOD?

Charitable gift planning through the Boston Foundation allows you to create a philanthropic legacy to support the issues and causes you care about long into the future.  In the process you can realize financial, tax and estate planning benefits.

The Boston Foundation offers a full range of planned giving vehicles, including Charitable Remainder Trusts, charitable lead trusts, and charitable gift annuities.

In addition, the Foundation is available to provide assistance and suggested language for legacy gifts such as bequests, gifts of retirement plan assets and gifts of life insurance.

Donors who make planned or legacy gifts to support the work of the Boston Foundation will be invited to join the Foundation’s Rogerson Legacy Society.  As a member, you will be recognized in the Foundation’s Annual Report and other publications, in a special exhibit in the Foundation’s reception area, and at special member events.  The Foundation will, of course, honor your request for anonymity if so desired.

To learn more about planned giving vehicles, please click on the menu options to the left.  To discuss planned giving options and benefits, receive sample calculations and forms, or arrange for a confidential, non-obligatory gift planning consultation, contact Director of Estate and Gift Planning or call 617-338-4268.