Legacy Giving

We offer many ways to incorporate charitable giving into your estate planning—and we can help you decide which type of gift is right for you.

Planned and legacy giving through the Boston Foundation is an excellent way to establish a charitable legacy through a fund of your choice, while helping you realize significant financial and tax benefits.  Leaving a legacy can include Bequests, Gifts of Retirement Plan Assets, Charitable Remainder TrustsCharitable Lead Trusts and Gifts of Life InsuranceDownload a simple explanation of these options.  Legacy gifts also may include "complex assets" which include gifts of real estate, restricted stock, tangible personal property and other illiquid assets.

Planned and legacy gifts can also establish a Designated Fund that benefits a nonprofit institution which has meant a great deal to you and the life of your family or a  Field of Interest Fund that goes to support an issue you care passionately about, such as education or the arts.

Those who make arrangements to leave a legacy to our endowment, the Permanent Fund for Boston, become a member of one of our legacy societies.

Legacy Giving

  • Bequests

    A bequest to the Boston Foundation is a wonderful way to ensure that the charitable causes which are important to you and your family continue to be supported beyond your lifetime. Bequests can be made by will or revocable trust.
  • Charitable Lead Trusts

    With a charitable lead trust, income payments are made initially to a charitable fund at the Boston Foundation for a term of years or for the lives of individuals.  At the end of the term, the remaining assets pass to heirs or other individuals you designate.  Charitable lead trusts can be established during life or by will.
  • Charitable Remainder Trusts

    Charitable remainder trusts are flexible vehicles that allow the donor to make a charitable gift but retain an income stream for the donor and/or others for life or a fixed number of years (maximum 20 years). These trusts are particularly well suited for gifts of appreciated securities and other assets such as real estate producing little or no income at the time of the gift.
  • Gifts of Life Insurance

    You can make a gift to the Boston Foundation by naming the Boston Foundation as the beneficiary of a life insurance policy.
  • Gifts of Retirement Plan Assets

    When retirement assets pass to your heirs, they can be subject to both estate and income taxes. Many donors are electing to avoid these taxes by designating the Boston Foundation as the beneficiary of their retirement accounts and designating other assets (such as stock or real estate) to their heirs.
  • Legacy Societies

    The Boston Foundation's legacy societies recognize those who have made arrangements to leave a charitable legacy in the form of a planned gift to the Foundation.
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