Giving Options

Multiple Ways to Give

Charitable contributions to support the Institute's mission can be made in many ways. For more information on any of these methods, contact the Director of External Relations at (617)724-6399.

• Cash, Personal Checks and Credit Cards
• Appreciated Securities, Closely Held Stock or Mutual Fund Shares
• Real Estate
• Retained Life Estate
• Retirement Plan Options
• Life Insurance
• Tangible Personal Property
• Life Income Gifts
• Charitable Gift Annuity or Deferred Charitable Gift Annuity
• Pooled Income Funds
• Charitable Remainder Trust or Charitable Lead Trust

Matching Gifts

Many employers support the philanthropic priorities of their employees by matching their charitable gifts. Donors should contact their employer's human resources or benefits office to learn if there is a matching gift program. Donors may also qualify under the matching gift program of a company from which they retired, at which their spouse works, or where they serve as a member of its board of directors.

Memorial or Tribute Gifts

One of the most meaningful ways to memorialize a loved one or pay tribute to a special person or caregiver is by making a gift in his/her name to the Institute. Memorial gifts can be designated for a specific purpose. The Office of External Relations can help to establish a memorial for a family member or loved one who has recently passed away. We will notify a family representative when gifts are received, as well as individually thank those who have given.

Naming Opportunities

There may be no finer way to honor an individual or the memory of a loved one than to establish a permanent fund in his or her name. A named memorial fund becomes a lasting symbol of the bond between the Institute, the individual who is honored and their loved ones.

Endowed Funds

Endowed funds promote teaching, learning and research, and support projects, programs, departments, scholarships, professorships, lectureships, capital projects, and much more. Through an endowed fund, the donor transfers assets to the Institute, which are carefully managed and preserved in perpetuity to provide annual income. An endowed fund may be built over several years; additional gifts may be added to an endowed fund at any time.

Donors may specify the purpose for which an endowed fund is to be used, in accordance with institutional needs and policy. The Institute, in conjunction with Partners Treasury, carefully manages these funds to protect the principal as a long-term investment, while distributing income each year for the purpose specified. A minimum of $100,000 is required to establish an endowed fund.

Current Use Funds

A current use fund provides another opportunity to create a named fund. It differs from an endowed fund in that both the income and principal of the fund are available for immediate, or current, use.

A current use fund can be used to support a particular program, project or scholarship, and it provides the most flexibility for spending. A current use fund can be funded with an outright gift or through a planned gift or bequest. The minimum amount to establish a current use fund is $10,000.