Planned Giving

The term “planned giving” refers to charitable gifts that require more thought and planning than the typical charitable contribution. Planned gifts are popular because they can provide valuable tax benefits and/or income for life.

A planned gift can help you create income for:

  • Yourself
  • Your Retirement
  • A parent
  • A child or grandchild
  • A charity

You may choose to donate the following assets:

  • Cash
  • Appreciated Securities
  • Real Estate
  • Existing Retirement Funds and/or Life Insurance
  • Existing Life Income Gift
  • Artwork and other items
  • Gifts of Securities- To make a gift of securities, you may call the Development Office directly or have your broker call for instructions about transferring the shares. For more information see attached

If you have any questions please contact Jane McNally, Director of Development at janemcnally@cccbsd.org or 978-927-7070 ext 244.