How TBF Works with Advisors
Laura Godine and the Philanthropy Group team are always available
to help advisors meet their clients' charitable giving needs.
Donor Advised Funds
can be established with gifts of $10,000 or more
in cash, securities, complex assets, real estate and partnership or
LLC interests.
Gifts to DAFs are generally tax-deductible and no yearly distribution is required. The Foundation charges a small annual fee for administration and management.
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Need More Information?
Please contact
Laura Godine, Senior Director of Professional Advisor Relations.
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Advising in the Face of Uncertainty
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Joshua S. Miller |
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You may have noticed there's a presidential campaign going on. It seems to have seeped into every conversation, pop culture outlet and thought for the future. Thinking futureward is the professional advisor's stock in trade, of course, so it seemed worth a look at how election fever might be affecting your practice or your clients.
The most striking thing about election season is the uncertainty that is introduced. That's true any election season, and may be more pronounced in one so zany as 2016's. "Client behavior has absolutely been different this election cycle," says
Joshua S. Miller, Managing Director and Senior Wealth Strategist at Atlantic Trust Private Wealth Management, and an alumnus of the Boston Foundation's Professional Advisors Network. "So much is up in the air, and there are lots of differing opinions on which way the market will go."
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It happens every year: that acceleration from Veteran's Day to New Year's Day. Gifts mailed to the Foundation must be postmarked by December 31 in order to be recorded for this tax year. To ensure that gifts of securities are received into the Foundation's brokerage account before the end of the year, please ensure they are transferred by December 16 that they may be processed in time.
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Pledge 1% is a national corporate philanthropy movement dedicated to cultivating new stakeholders in support of local communities. It encourages and challenges individuals and companies to pledge 1% of equity, product and employee time for their communities. On September 28, we launched the first city-based chapter of the movement with Pledge 1% Boston. The Boston Foundation, along with partners TUGG Boston, Accomplice, and the Greenlight Fund, serves as the facilitator of Pledge 1% Boston.
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Leading By Example:
Best Practices in Charitable Giving
On Thursday, October 20, the Boston Foundation, Boston College and Ropes & Gray LLP held the second daylong Leading By Example: Best Practices in Charitable Giving conference at UMass Boston. The conference opened with remarks from Kate Guedj, Vice President and Chief Philanthropy Officer at the Boston Foundation, and the keynote address was presented by Greg A. Shell, Managing Director at Bain Capital Double Impact Fund.
Themes for this year's conference included the intersection of public policy and charitable giving, impact investing, multi-generational philanthropy, social entrepreneurship, complex gifting strategies, navigating nonprofit board participation and mobilizing the legal, charitable, public and private sectors to create social change. The conference provided a forum for professional advisors, family office leaders, nonprofit professionals and donors to share their experiences, review recent developments, discuss best practices, learn from other experts and express their passion for philanthropy.
We're looking forward to exploring future events for best practices and current issues in philanthropy and social impact through the Leading by Example program.
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Black Friday. Cyber Monday. #GivingTuesday. November 29, 2016
#GivingTuesday is quickly approaching! Now in its fifth year, #GivingTuesday is a global day of giving fueled by the power of social media and collaboration. In 2015 more than 700,000 people in 70 countries came together to celebrate #GivingTuesday by raising funds, collaborating and volunteering. Help make the movement even bigger this year by supporting local nonprofit organizations this #GivingTuesday, November 29, 2016.
For the second year, the Boston Foundation is pleased to support #GivingTuesday by covering all credit card fees for donations made through The Giving Common on November 29, 2016! For more information please contact Amanda Holm at (617) 338-1624.
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Upcoming Boston Foundation EVENTS
November 10, 2016
8:30 - 10:30 a.m.
The Geography of Incarceration
The Boston Foundation, 75 Arlington Street, Boston
Please join us for
"The Geography of Incarceration," a public forum where a MassINC report, commissioned by the Boston Foundation, will be presented on patterns of incarceration in the Commonwealth and its long-term impact on community development and the reintegration of former inmates into society.
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November 17, 2016
5:30 - 7:30 p.m.
2016 Boston Foundation Annul Meeting
The Boston Foundation, 75 Arlington Street, Boston
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8:30 - 10:30 a.m.
2016 Housing Report Card
The Boston Foundation, 75 Arlington Street, Boston
Please join us for an Understanding Boston public forum on the release of the Boston Foundation's 2016 Housing Report Card, prepared for the Foundation by The Kitty and Michael Dukakis Center for Urban and Regional Policy at Northeastern University.
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5:30 - 7:30 a.m.
Life Sciences and Community Engagement Reception
The Boston Foundation, 75 Arlington Street, Boston
The life sciences sector continues to grow in Greater Boston and beyond. The region is home to a strong innovation pipeline, leading academic institutions, and renowned medical programs. Join leaders in the life sciences space to learn about initiatives that connect the sector with community needs.
RSVP online.
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