When non-cash assets are transferred to a fund at the Boston Foundation, they can be sold without incurring capital gains taxes and the proceeds can be directed to charity. Many donors liquidate non-cash assets, such as appreciated securities or restricted stock, to support their favorite nonprofits or cause—in the process diminishing the power of their gift. A non-cash transaction with the Boston Foundation is a smart approach that benefits you and the causes you care about.
The Boston Foundation offers direct access to our highly experienced non-cash gifts team. No bureaucracy. No waiting for approvals from management. Instead, from your initial inquiry, you will work with our most senior staff and receive thoughtful, meticulous, personalized service.
Bigger gifts: With no tax liabilities, you have more to give to charity.
No Due Diligence or Overhead: The nonprofits you support will avoid all of the steps associated with processing non-cash gifts—and be free to focus that energy on their mission.
Contact us: Contact Vice President & Chief Philanthropy Officer Kate Guedj at 617-338-2670 to discuss the assets you would like to transfer.
Note: The Boston Foundation is not a licensed tax advisor. Donors should work with their financial, tax or legal professional to determine the best charitable giving strategy for their needs.
Formerly a partner with KPMG LLP, where he led the information technology audit practice and the KPMG banking and finance practice in New England, Al oversees all financial reporting, information technology and operational risk management for the Boston Foundation.
With over 30 years of experience in the investment field, George handles our $1 billion dollar portfolio that offers top quality asset managers and returns—with a performance that is competitive with the best portfolio managers available.
Mike is the Foundation's outside counsel. He acts on a wide range of charitable and other nonprofit entities and those who support them, and directs Nixon Peabody’s focus on exempt organizations.
Kate has been with the Boston Foundation for 18 years. In her capacity, she directs all of our development efforts and works with donors to help them achieve their charitable and philanthropic goals.
Email Vice President & Chief Philanthropy Officer Kate Guedj or call her at 617-338-2670 to discuss the assets you would like to transfer.
The Boston Foundation is expert at turning non-cash assets into charitable gifts, offering direct and easy access to our senior level Non-Cash Assets Team. We can help you donate securities, limited partnerships, real estate, insurance and more to meet your philanthropic goals.
Sign the Agreement
and Transfer Asset(s)
Sell the Asset(s)
You identify asset(s) to contribute
|Our Non-Cash Assets Team reviews the asset
If you want to set up a Donor Advised Fund with the asset(s), you complete a Fund Agreement and in some cases a Gift Agreement
|TBF sells the asset(s) in accordance with an agreed upon schedule
|You contact the Boston Foundation (TBF)
|We give you preliminary confirmation and work with you to move forward
||We take care of the paperwork and send you all the tax documentation you need
|Your individual Donor Services Relationship Manager can then help you use your gift to meet your philanthropic goals|
|We ask you basic questions
to begin the process
|You transfer ownership of the asset(s) to TBF in accordance with the agreement(s)|
Email Vice President & Chief Philanthropy Officer Kate Guedj or call 617-338-2670 to discuss the assets you would like to transfer.