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 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.