Contacts
Gift Planning
For Professional Advisors
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As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors. We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients’ philanthropic objectives into well-crafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide. Please feel free to contact us directly for information or assistance on a confidential basis. Tax ID InformationBequests to parishes, schools or other ministries are worded "to the Roman Catholic Archbishop of Boston, a Corporation Sole, for the benefit of Bequests to The Catholic Foundation for endowed funds for parishes, schools or ministries, the Archdiocese itself or The Catholic Foundation. Tax ID: 04-3071454. |
Important Tools Gifts Anyone Can Afford Gifts That Pay You Income Gifts That Protect Your Assets |