Giving Give Later
Give Later

We offer many ways to incorporate charitable giving into your estate planning—and we can help you decide which type of gift is right for you.

Ways to “give later” include Bequests, Gifts of Retirement Plan Assets, Charitable Gift Annuities, Charitable Remainder Trusts, Charitable Lead Trusts and Gifts of Life Insurance.

Those who make arrangements to leave a legacy to the Permanent Fund for Boston are invited to become a member of the Rogerson Legacy Society, named in honor of the Boston Foundation’s founders.

Planned and legacy giving through the Boston Foundation is an excellent way to establish a charitable legacy through a fund of your choice, while helping you realize significant financial and tax benefits.

Planned and legacy gifts can establish a named fund within the Permanent Fund for Boston, Greater Boston’s only endowment fund.

Planned and legacy gifts can also establish a Designated Fund that benefits a nonprofit institution which has meant a great deal to you and the life of your family or a Field of Interest Fund that goes to support an issue you care passionately about, such as education or the arts.

Give Later

  • Bequests

    A bequest to the Boston Foundation is a wonderful way to ensure that the charitable causes which are important to you and your family continue to be supported beyond your lifetime. Bequests can be made by will or revocable trust.

  • Charitable Gift Annuities

    A charitable gift annuity is a contractual arrangement between a donor and the Boston Foundation. The donor makes an irrevocable gift of at least $25,000 and receives fixed payments from the Boston Foundation each year for his or her life and/or the life of another person. At the end of the annuity period, the remaining value of the annuity gift will be allocated to a permanent named fund at the Foundation.

  • Charitable Lead Trusts

    With a charitable lead trust, income payments are made initially to a named charitable fund at the Boston Foundation for a term of years or for the lives of individuals.  At the end of the term, the remaining assets pass to heirs or other individuals you designate.  Charitable lead trusts can be established during life or by will.

  • Charitable Remainder Trusts

    Charitable remainder trusts are flexible vehicles that allow the donor to make a charitable gift but retain an income stream for the donor and/or others for life or a fixed number of years (maximum 20 years). These trusts are particularly well suited for gifts of appreciated securities and other assets such as real estate producing little or no income at the time of the gift.

  • Gifts of Life Insurance

    You can make a gift to the Boston Foundation by naming the Boston Foundation as the beneficiary of a life insurance policy.

  • Gifts of Retirement Plan Assets

    When retirement assets pass to your heirs, they can be subject to both estate and income taxes. Many donors are electing to avoid these taxes by designating the Boston Foundation as the beneficiary of their retirement accounts and designating other assets (such as stock or real estate) to their heirs.

  • The Rogerson Legacy Society

    The Rogerson Legacy Society recognizes those who have made arrangements to leave a charitable legacy in the form of a planned gift to the Foundation.
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