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  • Types of Funds - Give: Donors & Fundholders - Foundation for MetroWest
    of our current Agency Endowment Funds The minimum gift to establish an agency endowment is 10 000 Start a Fund Business Advised Fund A Business Advised Fund operates much like a corporate foundation but without the need to create a new corporate entity By partnering with the Foundation for MetroWest you can draw upon years of Board and Staff experience We are qualified to help you match your company s interests with the community s needs and opportunities As a Business Advised Fundholder you can Engage your employees in issues that they care about Direct nonprofit grantseekers to the Foundation Maximize the tax benefits of charitable giving Reduce administrative overhead associated with corporate social responsibility initiatives The minimum gift to establish a named Business Advised Fund is 25 000 Start a fund Designated Funds With a permanently endowed designated fund you can name one or more specific organizations or agencies to benefit from the fund Your gift is invested for long term growth and provides perpetual support to the organization s you choose Your designation will be honored through the years View the list of our current Designated Funds The minimum gift to establish a named designated fund is 10 000 Start a Fund Donor Advised Funds A Donor Advised Fund is our most flexible fund You can use your fund to recommend donations to the charities to which you already give and or we will provide information on organizations or areas of interest to assist you in choosing your grant recipients You also have the option to give anonymously if you choose The Foundation for MetroWest manages all the administration View the list of our current Donor Advised Funds The minimum gift to establish a named Donor Advised Fund is 10 000 Start a Fund Field of Interest Funds A Field of Interest Fund gives you the opportunity to target your contribution to one or more fields of interest that you care most about such as homelessness or animal welfare or within a specific geographic area Our experienced and knowledgeable staff will use their expertise to identify evaluate and award grants to the most qualified and deserving organizations and programs in your area of interest View the list of our current Field of Interest Funds The minimum gift to establish a named field of interest fund is 10 000 Start a Fund Giving Area Funds Our grantmaking in MetroWest is funded primarily through our Giving Area Funds The Foundation manages a competitive grantmaking process distributing grants to nonprofit organizations that are addressing the most important issues in the region The areas currently funded through our unrestricted Giving Area Funds include Arts Culture Environment Family Support and Youth Development The flexibility of Giving Area Funds enables the Foundation to respond to the community s most pressing needs for today and tomorrow View the list of our current Giving Area Funds Scholarship Funds A Scholarship Fund allows you to help deserving students further their education You can designate any level of

    Original URL path: http://www.foundationformetrowest.org/GivebDonorsFundholdersb/TypesofFunds/tabid/121/LiveAccId/4675/Default.aspx (2016-05-02)
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  • Options for Giving - Give: Donors & Fundholders - Foundation for MetroWest
    of a private foundation while we take care of the administrative and legal responsibilities Below are some of the benefits you will receive by converting your private foundation into a Donor Advised Fund at the Foundation Anonymity Information about private foundations is readily available for public inspection Use a Donor Advised Fund to give anonymously Greater Tax Benefits Receive greater tax incentives on future gifts such as fair market value deduction of closely held stock contributions and higher AGI deductibility thresholds for cash and publicly traded security gifts More Giving Time Enjoy the time you save by focusing on your philanthropy and making a difference in the organizations issues and communities that are personally most important to you and your family Not sure which option is the best for you Email our Executive Director Judy Salerno or call 508 647 2260 to schedule a personal meeting Give Later A planned gift to the Foundation for MetroWest is a simple way to make a tremendous impact It may enable you to give a bigger gift than you ever thought possible There are many ways for you to plan now for a gift later Including the Foundation in your estate plan is an easy way for you to make a significant impact on community needs and create a legacy that lasts forever You can use a variety of assets to make a planned gift and accomplish your charitable goals Bequests A charitable bequest to the Foundation enables you to retain control over your assets during your lifetime and support the community you love later A charitable bequest can be a specific dollar amount a percentage of your estate or what remains after other bequests are made For sample bequest language click here Life Insurance When you name the Foundation for MetroWest as the owner and beneficiary of an existing or new life insurance policy you receive an immediate tax deduction that usually approximates the cash surrender value of the policy All premium payments made thereafter are deductible as a charitable contribution Retirement Plans Individual Retirement Accounts IRAs or other qualified retirement plans are often the best types of assets to leave to charity because they are taxed so heavily when left to heirs When you leave retirement plan assets to a nonprofit such as the Foundation 100 percent of the gift will be available to support your charitable interests Gifts that Provide Income Charitable Gift Annuity When you establish a Charitable Gift Annuity you can receive guaranteed income for life benefit from an immediate income tax deduction and leave a legacy that will forever support the causes that are important to you Payments are based on your age the older you are the greater the annuity payment If you choose you can receive an income tax deduction now and defer receiving the annuity payments until a future date of your choosing After receiving annuity payments for life the remainder interest may be used to establish a named charitable fund or be added

    Original URL path: http://www.foundationformetrowest.org/GivebDonorsFundholdersb/OptionsforGiving/tabid/120/LiveAccId/4630/Default.aspx (2016-05-02)
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  • Options for Giving - Give: Donors & Fundholders - Foundation for MetroWest
    of a private foundation while we take care of the administrative and legal responsibilities Below are some of the benefits you will receive by converting your private foundation into a Donor Advised Fund at the Foundation Anonymity Information about private foundations is readily available for public inspection Use a Donor Advised Fund to give anonymously Greater Tax Benefits Receive greater tax incentives on future gifts such as fair market value deduction of closely held stock contributions and higher AGI deductibility thresholds for cash and publicly traded security gifts More Giving Time Enjoy the time you save by focusing on your philanthropy and making a difference in the organizations issues and communities that are personally most important to you and your family Not sure which option is the best for you Email our Executive Director Judy Salerno or call 508 647 2260 to schedule a personal meeting Give Later A planned gift to the Foundation for MetroWest is a simple way to make a tremendous impact It may enable you to give a bigger gift than you ever thought possible There are many ways for you to plan now for a gift later Including the Foundation in your estate plan is an easy way for you to make a significant impact on community needs and create a legacy that lasts forever You can use a variety of assets to make a planned gift and accomplish your charitable goals Bequests A charitable bequest to the Foundation enables you to retain control over your assets during your lifetime and support the community you love later A charitable bequest can be a specific dollar amount a percentage of your estate or what remains after other bequests are made For sample bequest language click here Life Insurance When you name the Foundation for MetroWest as the owner and beneficiary of an existing or new life insurance policy you receive an immediate tax deduction that usually approximates the cash surrender value of the policy All premium payments made thereafter are deductible as a charitable contribution Retirement Plans Individual Retirement Accounts IRAs or other qualified retirement plans are often the best types of assets to leave to charity because they are taxed so heavily when left to heirs When you leave retirement plan assets to a nonprofit such as the Foundation 100 percent of the gift will be available to support your charitable interests Gifts that Provide Income Charitable Gift Annuity When you establish a Charitable Gift Annuity you can receive guaranteed income for life benefit from an immediate income tax deduction and leave a legacy that will forever support the causes that are important to you Payments are based on your age the older you are the greater the annuity payment If you choose you can receive an income tax deduction now and defer receiving the annuity payments until a future date of your choosing After receiving annuity payments for life the remainder interest may be used to establish a named charitable fund or be added

    Original URL path: http://www.foundationformetrowest.org/GivebDonorsFundholdersb/OptionsforGiving/tabid/120/LiveAccId/4650/Default.aspx (2016-05-02)
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  • User Log In
    Our Foundation Your Community Foundation Communities We Serve Meet Our Board of Trustees Staff Financials Publications News Events Employment Volunteering Contact Us Home Give Donors Fundholders Start a Fund Share Email Facebook Twitter Share Print User Log In Username Password Login Retrieve Password Give Now Town Funds Give to Lexington Give to Southborough Give to Wellesley Options for Giving Giving Areas Arts Culture Give to Arts Culture Environment Give to

    Original URL path: http://www.foundationformetrowest.org/GivebDonorsFundholdersb/StartaFund/tabid/122/ctl/Login/Default.aspx?returnurl=%2fGivebDonorsFundholdersb%2fStartaFund.aspx (2016-05-02)
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  • User Log In
    Our Foundation Your Community Foundation Communities We Serve Meet Our Board of Trustees Staff Financials Publications News Events Employment Volunteering Contact Us Home Give Donors Fundholders Current Fundholders Share Email Facebook Twitter Share Print User Log In Username Password Login Retrieve Password Give Now Town Funds Give to Lexington Give to Southborough Give to Wellesley Options for Giving Giving Areas Arts Culture Give to Arts Culture Environment Give to the

    Original URL path: http://www.foundationformetrowest.org/GivebDonorsFundholdersb/CurrentFundholders/tabid/123/ctl/Login/Default.aspx?returnurl=%2fGivebDonorsFundholdersb%2fCurrentFundholders.aspx (2016-05-02)
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  • User Log In
    Foundation Your Community Foundation Communities We Serve Meet Our Board of Trustees Staff Financials Publications News Events Employment Volunteering Contact Us Home Give Donors Fundholders Funds of the Foundation Share Email Facebook Twitter Share Print User Log In Username Password Login Retrieve Password Give Now Town Funds Give to Lexington Give to Southborough Give to Wellesley Options for Giving Giving Areas Arts Culture Give to Arts Culture Environment Give to

    Original URL path: http://www.foundationformetrowest.org/GivebDonorsFundholdersb/FundsoftheFoundation/tabid/129/ctl/Login/Default.aspx?returnurl=%2fGivebDonorsFundholdersb%2fFundsoftheFoundation.aspx (2016-05-02)
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  • User Log In
    Our Foundation Your Community Foundation Communities We Serve Meet Our Board of Trustees Staff Financials Publications News Events Employment Volunteering Contact Us Home Give Donors Fundholders MetroWest Legacy Society Share Email Facebook Twitter Share Print User Log In Username Password Login Retrieve Password Give Now Town Funds Give to Lexington Give to Southborough Give to Wellesley Options for Giving Giving Areas Arts Culture Give to Arts Culture Environment Give to

    Original URL path: http://www.foundationformetrowest.org/GivebDonorsFundholdersb/MetroWestLegacySociety/tabid/170/ctl/Login/Default.aspx?returnurl=%2fGivebDonorsFundholdersb%2fMetroWestLegacySociety.aspx (2016-05-02)
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  • Convene and Collaborate
    for how young professionals can become involved with causes they are passionate about and how organizations can and should engage more young professionals in their work After Event Networking Let s continue the conversation after the panel and network with other young professionals and nonprofits in MetroWest Meet us at Jack s Abby Just a short walk or drive from the MW Regional Transit Authority About our Panel The panel will be moderated by Karen K Osterheld Senior Lecturer Accountancy at Bentley University in Waltham MA Karen s teaching interests include the areas of financial accounting and corporate social responsiblity At Bentley she currently serves as a Committee Member for the Accounting Department Advisory Board at Bentley University the Boston Accounting Recruiters Committee the Multicultural Scholarship Review Committee and is a Task Force Member for the Faculty Honors Council Karen is also a Committee Member for the American Accounting Association Prior to working at Bentley University Karen was an auditor at Ernst Young She resides in Southborough with her husband Karen will be joined by our panelists Melanie Camp Senior Major Gifts Officer at Combined Jewish Philanthropies CJP manages a portfolio of the Boston Jewish community s highest capacity donors and prospects focusing on growing current use planned and endowment gifts as well as donor advised funds Prior to joining CJP Melanie served as the Director of Partnerships for the GreenLight Fund a venture philanthropy organization focused on importing innovative social enterprise models with demonstrated results in the local community Before joining the GreenLight team Melanie managed special events and the Young Professionals group at the Boston Public Library Foundation nbsp Melanie is a proud mentor and board member with Silver Lining Mentoring and a member of the GreenLight Fund Selection Advisory Council nbsp She earned her B A from University of Massachusetts Amherst and is a member of the LeadBoston class of 2011 Melanie and her family reside in Boston Justin Kang is the Executive Director of City Awake a nonprofit organization focused on building the ecosystem of civic engagement and social innovation throughout Greater Boston Recognized by the Boston Globe Boston Magazine and the City of Boston Justin started his career as an associate at MassChallenge where he learned the importance of community building He remains the Industry Champion Dean of Students for the Social Impact track at MassChallenge He later joined Opportunity Nation as a national organizer around economic mobility issues Most recently he was a customer success manager at Yesware A graduate of Brandeis University Justin is on the Massachusetts board of Generation Citizen an active Big Brother and a New Leaders Council fellow Trevor Pollack joined Barr in 2014 to support the president with a range of work across the Foundation including Cross Program Initiatives grantmaking He also co manages the Barr Fellows program and supports the Foundation s communications efforts Prior to joining Barr he served as associate director for institutional giving at the Handel and Haydn Society a professional chorus and period orchestra

    Original URL path: http://www.foundationformetrowest.org/ReceivebNonprofitsb/CenterforPhilanthropyEducation/ConveneandCollaborate.aspx (2016-05-02)
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