Gift Planning

At various stages on life’s journey—young adulthood, midlife, and retirement, just to name a few—you may periodically reflect on your long-term goals and create or adjust your plans for the future.

Your life’s plans—just as unique as you are—may include family and friends who are important to you. You may also encounter charitable organizations whose work you value deeply, too. You may learn more about the purposes of these organizations through attending their events, reading stories about their impact, volunteering in support of their causes, and more.

The Greater Boston Food Bank (GBFB) may be a charitable organization that you have come to know and love, and whose mission aligns with your own values. If you see our continued compassionate work—powering the effort to end hunger across Eastern Massachusetts—as vital, you may wish to support us through your financial and estate plans to help us now and into the future.

Common planned gifts include:

• Making a tax-smart gift now from your IRA (for those 70½ and older)
• Planning a future gift in your will or trust
• Planning a future gift by beneficiary designation

We encourage you to reach out to us to begin a confidential conversation about these and other gift ideas that may be right for you. We review your philanthropic goals, financial and tax considerations, and timeline as we learn what you would like to achieve. As you share your thoughts, we shape tax-smart gift options for your consideration that work well with your financial goals while allowing you to have a greater philanthropic impact than you originally may have thought possible.

Gift Planning is pleased to provide charitable gift information, but does not provide official financial, legal, or tax advice.

We encourage you to consult your advisors for applicability to your own situation.