Estate and gift planning through the Boston Foundation is an excellent way to establish your charitable legacy. We offer many avenues to incorporate charitable giving into your estate planning, and we can help you decide which type of gift is right for you.
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to the Boston Foundation.
By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to the Boston Foundation.
By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.