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 Trusts, Charitable Lead Trusts and Gifts of Life Insurance. Download 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.