Ways of Giving

Give a gift in memory or in honor of a friend or loved one.
Make a difference while making a meaningful tribute or a special gift. A card indicating  this thoughtful gift will be sent to the recipient you indicate.

Give a gift of appreciated securities.
A charitable gift in the form of long-term appreciated securities generally provides two important tax advantages to the donor. First, the donor is entitled to a charitable income tax deduction based on the fair market value—not the cost basis—of the securities, provided that they have been owned for more than twelve months. Second, the donor avoids any potential tax on the capital gains and any sales commission that would be payable upon sale of the securities. Securities can be donated outright or transferred to fund life-income gifts, and can include publicly traded common stocks and bonds.

Remember The Family-to-Family Project in your planned giving.
Planned giving is charitable giving that is coordinated with overall financial and estate planning and is quickly becoming one of the most popular methods to transfer wealth to charitable organizations and to heirs. The Family-to-Family Project will work closely with your financial consultant around your planned giving.

To learn more, please contact Erin O’Connor Jones at 617.624.3837.