Giving Non-Cash Assets Start to Finish

Giving Non-Cash Assets Start to Finish

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.

STEP 1:
Gather Information
STEP 2:
Receive Preliminary
Confirmation
STEP 3:
Sign the Agreement
and Transfer Asset(s)
STEP 4
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)

Get Started Today

Email Vice President & Chief Philanthropy Officer Kate Guedj or call 617-338-2670 to discuss the assets you would like to transfer.