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 |
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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 |
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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.