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:
Exploratory Conversation
STEP 2:
Receive Preliminary
Confirmation
STEP 3: 
Sign the Agreement
and Transfer Asset(s)
STEP 4:
Sell the Asset(s)
STEP 5: 
Philanthropic Services

You identify the 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 are assigned a relationship manager who will offer support and guidance to help you achieve your philanthropic goals

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 the tax acknowledgements you need

Following the sale of the asset(s), the giving vehicle is funded with the proceeds Join our large community of donors for site visits, workshops and seminars that will help and inspire you
We work with you to gather basic information
and begin the process
You transfer ownership of the asset(s) to TBF in accordance with the agreement(s) Gain access to fresh research about issues affecting Greater Boston and information about effective programs and nonprofits

Get Started Today

Contact our Senior Director of Gift Planning and Advisor Relations Emma B. Penick, MBA or call 617-338-2340 to discuss the assets you would like to transfer.