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Planned and Legacy Giving

Estate and gift planning through the Boston Foundation is an excellent way to establish your charitable legacy.

A philanthropic legacy is about lasting impact. Charitable giving can be a powerful element in estate planning with many possible vehicles for ensuring this legacy. Since 1917, generous families and individuals have partnered with the Boston Foundation to bring our shared strengths where they are needed most. Whatever your vision is, the Boston Foundation can be a trusted partner in planning your philanthropic legacy.

The Boston Foundation offers donors a wide array of flexible options to craft a legacy gift that supports their interests and values:

  1. Unrestricted Impact through the Fund for Boston’s Future where gifts are used to support organizations and initiatives that are meeting the most critical needs of the day, now and in the future.
  2. Field of Interest Funds support areas that are important to you, such as the arts, education, housing, meeting basic needs, or programs within a population or a particular geographic area.
  3. Designated Funds can support your favorite nonprofit organizations through reliable annual grants.
  4. Successor Donor Advised Funds give the gift of philanthropy to surviving loved ones and are frequently included in families’ estate plans. Rest assured the Boston Foundation will be there to help guide and support your successors as they navigate the power and the purpose of charitable giving. You can also convert your existing Donor Advised Fund to any of the above options.
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If you're ready to learn more, or just have questions about the planned giving strategies that might be right for you, fill out the form below and a member of our planned giving team will contact you.

 

James Longley and Elisio DePina

Your Legacy

Create your personalized philanthropic plan with help from the Boston Foundation.

Asian donor at table

Ways to Give

Learn the many ways you can give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.

Legacy Societies

Legacy Societies

Donors who have made planned or legacy gifts at The Boston Foundation are invited to join one of the Foundation's Legacy Societies, which unite donors with similar planned giving intents.

Planned Giving: Stories of Impact

Charlie Walsh

A Legacy for Boston's LGBTQ Community

Charlie is leaving a bequest to the Equality Fund's endowment. Read more about Charlie and his connection to TBF and the Equality Fund in this excerpt from TBF's 2024 Annual Report.

Tom Kershaw

Supporting Local Organizations through Designated Funds

A tourism and hospitality industry giant turned to the Boston Foundation to help him strengthen his charitable impact and legacy.

Nigreen and McDermott

Leaving a Legacy to the Fund for Boston's Future

When Bill and Kathleen began their long-term estate planning–including their legacy to the community–they turned for guidance to the Boston Foundation.