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