Ways to Give
We offer a variety of giving options, each designed to maximize your philanthropic goals in a unique way. Our giving options are flexible—tailored to your charitable interests and your financial needs.
Many commercial companies are certainly capable of handling the regulatory compliance and basic functionality most donor funds require. However, we believe that our approach, combining expertise, knowledge of the local landscape, compassion, and service, fosters a true partnership that adds value and benefit donors, advisors, recipients, and the larger MetroWest community.
You can create a philanthropic legacy now with an immediate gift, or do so later with a planned gift. Our professional staff has the experience and expertise to help you successfully design and implement an effective giving plan.
Gift Options for Donors
Foundation for MetroWest accepts a variety of immediate gifts including cash, securities, real estate, and other property. You may also give online.
- Securities (Stocks, Bonds, Mutual Funds)
- Appreciated Property
- Private Foundation Assets
You can donate to the Foundation for MetroWest through your private foundation, or you can set up a Donor Advised Fund to complement your private foundation. Alternatively, you can convert your foundation into a Donor Advised Fund, giving all the flexibility of a private foundation while we take care of the administrative and legal responsibilities. Some of the benefits you will receive by converting your private foundation into a Donor Advised Fund at the Foundation:
- Anonymity. Information about private foundations is readily available for public inspection. Use a Donor Advised Fund to give anonymously.
- Greater Tax Benefits.
- More Giving Time. Enjoy the time you save by focusing on your philanthropy and making a difference in the organizations, issues, and communities that are personally most important to you and your family.
A planned gift is a charitable vision that serves as a permanent force for good for generations to come.
A planned gift to the Foundation is a simple way to make a tremendous impact. It may enable you to give a bigger gift than you ever thought possible. There are many ways for you to plan now for a gift later.
Including the Foundation in your estate plan is an easy way for you to make a significant impact on community needs. Members of our Legacy Society can rest assured that their original intent will be honored in perpetuity, keeping their name and fund protected and relevant to the issues and communities they support. You can use a variety of assets to make a planned gift and accomplish your charitable goals.
Gifts that Provide Income
Charitable Gift Annuity
If you choose, you can receive an income tax deduction now and defer receiving the annuity payments until a future date of your choosing. After receiving annuity payments for life, the remainder interest may be used to establish a named charitable fund, or be added to an existing fund. The tax advantages of both current and deferred annuity are two-fold.
- First, you receive an immediate charitable income tax deduction when you create your annuity.
- Second, a portion of the payments you receive may be treated either as a tax-free return of principal or long-term capital gains.
These tax advantages increase the effective value of the annuity payments.
Charitable Remainder Trust
A charitable remainder trust may be set up during your lifetime or through your will. The eventual distribution to the Foundation will only take effect upon the death of the trust’s income beneficiaries, or at the end of the specified number of years. At this time, the remainder of the trust transfers to the Foundation to support your charitable giving goals.
Charitable Lead Trusts
These funds may be used to support nonprofits you choose or be added to a Donor Advised Fund. When the trust terminates, the principal is returned to you or distributed to others you designate. The trust assets pass to the recipients at reduced tax cost—sometimes even tax-free.