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  • Center for Philanthropy Education - Receive: Nonprofits - Foundation for MetroWest
    hours in advance A 25 no show fee will be applied Seminar topics may include Social Media General Marketing Email Marketing Membership Retention Budgets Grant Proposals Strategic Planning Annual Giving Plan Volunteers Donors Fundraising Filling out the Form 990 Upcoming Seminars Introduction to Grants Research May 4 2016 9 30 AM 11 30 AM Location Lincoln Library 3 Bedford Road Lincoln MA During this introductory workshop we will demystify the grant proposal process and help you on the road to successful grants research Join us to Learn about the fundamental aspects of grants research required to build a successful base of potential funders Get an in depth look at a couple of grant research databases to help expedite the grant research process Understand the fundamental steps in effective grant research process Sign Up Now Grantwriting 101 July 12 2016 9 30 AM 12 00 PM Location Natick Community Senior Center Great Room 117 E Central Street Natick MA Does the prospect of writing a proposal give you the heebeejeebies Ever wonder what goes through the heads of the folks working at foundations Have you ever written a good proposal and wondered why it was rejected If you answered yes to any of these questions this session is for you Discuss what grantmakers want and learn a step by step guide to crafting a proposal Emerge with practical tips and tricks that will maximize your grantwriting efforts Emerge with practical tips and find out the three P s of grantwriting Sign Up Now Special Events Engagement After the I Do Details coming soon All nonprofits benefit from creating a strong sense of donor engagement around their mission This is one of the main reasons for creating a special event in the first place Once someone agrees to attend and or sponsor your special event it s vital to maintain and nurture this new source of support In this workshop Ali Magee of Iron Pepper Consulting will discuss how to use your special event to turn this initial I do into a long term relationship across a wide variety of audiences Convene and Collaborate We offer many like minded organizations from historical societies to town education funds to community groups committed to environmental preservation the opportunity to convene and share ideas and challenges as well as to identify opportunities for collaboration If you have an idea for a collaboration please contact Jennifer Ubaldino Upcoming Convenings Perspectives from the Next Generation A Panel of Civically Minded Young Professionals May 19 2016 5 30 PM 7 00 PM MetroWest Regional Transit Authority 15 Blandin Avenue Framingham MA Nonprofit organizations could not fulfill their missions without the dedication of their board members volunteers and staff Yet the impending transition of leadership over the next five years in the nonprofit sector here in Massachusetts leaves nonprofits concerned about where to look for the next generation of leaders and what they should be doing to engage them in their work now The answer Young professionals Young professionals

    Original URL path: http://www.foundationformetrowest.org/ReceivebNonprofitsb/CenterforPhilanthropyEducation.aspx (2016-05-02)
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  • Resources for Nonprofits - Center for Philanthropy Education - Receive: Nonprofits - Foundation for MetroWest
    Nonprofit Seminars and Trainings Additional Resources Associated Grant Makers AGM provides networking learning opportunities and valuable resources including the Common Proposal and Common Budget Forms Board Source Provides diagnostics trainings and a comprehensive library of governance resources for nonprofit board members ESC New England The ESC affiliates offer high impact volunteer opportunities to executives and professionals who have had senior level experience in business government or nonprofits Guidestar Provides clear information about IRS registered nonprofit organization includung mission statements legitimacy impact reputation finances programs transparency governance and more Idealware Idealware a 501 c 3 nonprofit provides thoroughly researched impartial and accessible resources about software to help nonprofits make smart software decisions Knight Foundation Provides step by step instructions and tips for writing effective news releases Massachusetts AGO Nonprofit Organizations Public Charities Division The Division is responsible for overseeing more than 23 000 public charities in Massachusetts The website supplies helpful links legal findings forms and publication of filed reports Massachusetts Nonprofit Database This online tool allows users to view update and add nonprofit organizations and resources and to overlay with data on community needs via maps charts lists or tables Massachusetts Nonprofit Network A statewide association MNN offers nonprofits in Massachusetts support through a database that dispenses helpful information MetroWest Nonprofit Network Resources for small and medium sized nonprofit organizations serving the MetroWest communities NTEN Provides tech tips research training and events SOAR 55 SOAR 55 is a volunteer connector organization for people aged 55 and over who would like to share their professional and experience based skills with local public and nonprofit organizations who need help in MetroWest TechSoup Offers nonprofits a one stop resource for technology needs by providing free information resources and support Welcome Nonprofits Grants 2015 Grantees 2014 Grant Recipients Forms Information FAQs Agency Endowment Program

    Original URL path: http://www.foundationformetrowest.org/ReceivebNonprofitsb/ResourcesforNonprofits.aspx (2016-05-02)
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  • Why Partner With Us - Plan: Professional Advisors - Foundation for MetroWest
    MetroWest choose to work with the Foundation to provide their clients the best service possible Why Partner With Us Whether you are an attorney estate planner accountant or financial advisor you always have your clients best interests at heart So do we The Foundation for MetroWest is here to help you serve your clients better Professional advisors are our valued partners in the charitable giving process We can help you add a charitable planning component to the services you provide to your clients As your philanthropic resource we can help your clients understand the many ways they can support the communities they love and achieve their financial and charitable goals The Advantages of Working With Us in Serving Your Clients The Foundation for MetroWest is here to help your charitably inclined clients meet their goals We provide In depth knowledge of the needs of the MetroWest region which nonprofit organizations can effectively meet those needs and where your clients charitable contributions can have the greatest impact Respect for your role as your clients trusted advisor Ability to accept a wide range of assets and work with your clients to facilitate even the most complex gifts Maximum tax benefits allowed by state and federal law Easy flexible tax free and bureaucracy free solutions for your clients charitable gifts Variety of philanthropic funds to meet your clients unique financial and charitable goals Highly personalized service tailored to each client s philanthropic interests and goals Strategies for discussing charitable giving with your client PDF 153KB Fund agreements and estate planning language that are easily adaptable Investment Committee Variety of resources for you in advising your clients on how to achieve their financial personal and philanthropic goals Why Partner With Us Ways Your Clients Can Give Private Foundation Comparison Advisor Toolkit FAQs Professional Advisor

    Original URL path: http://www.foundationformetrowest.org/PlanbProfessionalAdvisorsb/WhyPartnerWithUs.aspx (2016-05-02)
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  • Ways Your Clients Can Give - Plan: Professional Advisors - Foundation for MetroWest
    Annuity your client will receive guaranteed income for life benefit from an immediate income tax deduction and leave a legacy that will support the causes important to them Payments are based on age Your client can receive an income tax deduction now and defer receiving the annuity payments until a future date Later the remainder interest can be used to establish a charitable fund or be added to an existing fund The tax advantages of both a current and deferred annuity are two fold First your client receives an immediate charitable income tax deduction when creating the annuity Second a portion of the payments received may be treated either as tax free return of principal or long term capital gains Charitable Remainder Trust This flexible option allows payments to be made to your client or another beneficiary for life or for a specified number of years Income beneficiaries annually receive an amount equal to either a fixed percentage or dollar amount of the trust s fair market value A charitable remainder trust may be set up during your client s lifetime or through their will The eventual distribution to the Foundation will only take effect upon the death of the trust s income beneficiaries or at the end of the specified number of years At this time the remainder of the trust transfers to the Foundation to support your client s charitable giving goals Charitable Lead Trusts A Charitable Lead Trust enables your client to make significant charitable gifts now while transferring substantial assets to beneficiaries later A trust is set up from which the Foundation receives annual payments during the life of your client or for a specific number of years These funds may be used to support the Foundation s work in the community or be added to a Donor Advised Fund When the trust terminates the principal is returned to your client or distributed to other designees The trust assets pass to the recipients at reduced tax cost sometimes even tax free How Clients Can Give Immediate Giving The Foundation for MetroWest accepts a variety of immediate gifts They include Cash A cash gift is the simplest way to establish a fund or give to an existing fund Cash gifts are deductible to the extent of 50 percent of the donor s adjusted gross income in any one year Deduction amounts exceeding this limit may be carried forward for up to five additional years Securities Stocks Bonds Mutual Funds Gifts of appreciated securities stock bonds and most mutual funds provide tax advantages If your client has held the securities for more than one year the current value of the securities is tax deductible to the extent of 30 percent of your client s adjusted gross income Deduction amounts exceeding this limit may also be carried forward for an additional five years Your client does not have to pay federal or state capital gains taxes on the appreciated portion of the gift Appreciated Property Real estate and closely

    Original URL path: http://www.foundationformetrowest.org/PlanbProfessionalAdvisorsb/WaysYourClientsCanGive.aspx (2016-05-02)
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  • Private Foundation Comparison - Plan: Professional Advisors - Foundation for MetroWest
    expenses on an ongoing basis Tax Treatment of Cash Gifts Tax deduction of up to 50 of Adjusted Gross Income AGI Tax deduction of up to 30 of Adjusted Gross Income AGI Tax Treatment of Appreciated Publicly Traded Securities Tax deduction of 100 of fair market value up to 30 of AGI Tax deduction limited to fair market value up to 20 of AGI Tax Treatment of Appreciated Closely Held Stock Tax deduction of 100 of fair market value up to 30 of AGI Tax deduction limited to cost basis up to 20 of AGI Tax Treatment of Real Estate Gifts Tax deduction of 100 of fair market value up to 30 of AGI Tax deduction limited to cost basis up to 20 of AGI Tax Exempt Status and Required Payout The Foundation for MetroWest is a 501 c 3 public charity and is fully tax exempt Private foundations are subject to excise taxes and annual 5 payout requirements Annual Tax Returns Individual funds are not required to file The Foundation for MetroWest prepares and files all tax reports to the IRS and obtains an annual independent audit Must file annual Federal 990 PF and supporting schedules which indicate staff salaries investment performance fees etc Trustees must perform contract or hire staff for these services Investments A diversified portfolio and economies of scale offer greater cost efficiencies and minimize risks The Foundation for MetroWest works with professional money managers Our Investment Committee provides experienced oversight and stewardship of the Foundation s assets Selection of investment strategies and professional fund advisors can become a very time consuming responsibility for a private foundation s Board of Trustees Expertise The Foundation for MetroWest provides expertise to donors on a wide range of gift management finance and fund administration issues Must hire staff or board members or carry out administrative tasks on their own Grant Administration Our professional staff are available to assist donors with grant administration research and program evaluation to ensure maximum community impact Requires extensive time to review proposals investigate community needs confirm status of grantees and evaluate previous distributions Accountability The Foundation for MetroWest obtains an independent audit each year Publication of an annual report public disclosure of grants and thoughtful selection of Board members ensures funds are used in the communities best interests Laws and regulations governing private foundations differ greatly from those of public charities and may require expensive specialized legal and finance expertise Flexibility As a public charity the Foundation for MetroWest s organizational structure is purposely designed to allow greater flexibility to respond to and meet emerging needs in the community Expensive and lengthy legal proceedings may be required to change the purposes of a private foundation Privacy Individual donors or grants can be kept private If the donor wishes the Foundation for MetroWest can serve as a buffer between the donor and grantseekers Required to file tax returns on donations grants investment fees staff salaries etc These are public records and are compiled into grantseeker

    Original URL path: http://www.foundationformetrowest.org/PlanbProfessionalAdvisorsb/PrivateFoundationComparison.aspx (2016-05-02)
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  • Advisor Toolkit - Plan: Professional Advisors - Foundation for MetroWest
    Publications News Events Employment Volunteering Contact Us Home Plan Professional Advisors Advisor Toolkit Share Email Facebook Twitter Share Print Advisor Toolkit We re here to help you Below are resources and tools that will assist you in helping your clients achieve their charitable and financial goals Financial and Investment Information Foundation for MetroWest Audited Financial Statements PDF 1 889KB Form 990 PDF 1 84MB Foundation for MetroWest Investment Policy PDF 86KB Foundation for MetroWest Gift Acceptance Policy PDF 48KB Foundation for MetroWest Investment Committee Instructions Cash Wiring Instructions PDF 76KB Stock Transfer Instructions PDF 62KB Sample Bequest Language PDF 112KB Foundation for MetroWest Publications Foundation for MetroWest Newsletters Foundation for MetroWest Annual Reports Philanthropy Resources Center of Philanthropy at Indiana University Council on Foundations Chronicle of Philanthropy Foundation Center Guidestar 990 Finder Advisor Toolkit We re here to help you Below are resources and tools that will assist you in helping your clients achieve their charitable and financial goals Financial and Investment Information Note The pages below will open the desktop version of the site Foundation for MetroWest Audited Financial Statements PDF 1 889KB Form 990 PDF 7 998KB Foundation for MetroWest Investment and Spend Policy PDF 79KB Foundation for MetroWest Gift Acceptance Policy PDF 48KB Foundation for MetroWest Investment Committee Instructions Cash Wiring Instructions PDF 76KB Stock Transfer Instructions PDF 62KB Sample Bequest Language PDF 112KB Foundation for MetroWest Publications Foundation for MetroWest Newsletters Foundation for MetroWest Annual Reports Philanthropy Resources Center of Philanthropy at Indiana University Council on Foundations Chronicle of Philanthropy Foundation Center Guidestar 990 Finder Why Partner With Us Ways Your Clients Can Give Private Foundation Comparison Advisor Toolkit FAQs MetroWest Legacy Society Is your client interested in leaving a legacy A legacy gift supports in perpetuity the causes organizations and communities that are most important

    Original URL path: http://www.foundationformetrowest.org/PlanbProfessionalAdvisorsb/AdvisorToolkit.aspx (2016-05-02)
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  • FAQs - Plan: Professional Advisors - Foundation for MetroWest
    the Foundation for MetroWest Your clients simply decide which type of fund best meets their interests and needs determine their charitable priorities select a name for the fund and make a contribution How are you different from the commercial gift funds like Fidelity or Vanguard The Foundation for MetroWest offers more charitable funds than commercial funds including permanent endowments that honor a family s legacy In addition we offer personal assistance and expertise in local issues and nonprofits that commercial gift funds cannot match Our expertise is valuable not only for those who know where they want to give but also for those who may not have the time or tools to identify the pressing local needs and which nonprofit organizations best meet those needs Of course grants from donor advised funds can be made beyond MetroWest to any qualified public charities anywhere in the country or around the world The Foundation for MetroWest also provides leadership networking and social opportunities What kind of assets can my client use to open a fund Funds may be established with many different types of assets Our staff is experienced at evaluating unusual assets for charitable purposes Why not establish a private foundation There are many practical reasons why establishing a charitable fund at the Foundation for MetroWest might be better than creating a private foundation Opening a fund at the Foundation is simpler and more cost effective than establishing a private foundation The Foundation can help your clients establish their own Donor Advised Funds quickly and efficiently with a minimum gift of 10 000 Comparing the two options may provide useful information Can the Foundation for MetroWest help my clients leave legacies in their MetroWest communities Yes we re the best choice The Foundation for MetroWest plays a crucial role in attracting

    Original URL path: http://www.foundationformetrowest.org/PlanbProfessionalAdvisorsb/FAQs.aspx (2016-05-02)
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  • 2016 Spring Inspiration Breakfast
    innovation and fuel transformation Carrie imagined and founded the Student Support Foundation creating youth philanthropy clubs that teach students how to best distribute financial gifts and showing them that small gifts given properly do matter Carrie is recognized nationally for her work as a philanthropist student advocate and the creator of innovative professional development for teachers Young Philanthropist Honoree Clair Windsor Clair Windsor has strong ties to MetroWest having been raised in Newton and now as a mother raising three young children with her husband Eric in Needham Her spirit of volunteerism and philanthropic engagement in a wide range of local charitable causes exemplifies what it means to be a young philanthropist Clair has worked with The Cathedral Lunch Program The Second Step Sepsis Alliance Hillside Cares Castle Rock Foundation and is now currently serving as Vice Chair of the Board for Circle of Hope Event Co Chairs Mother Daughter Patty Sins On The Avenue Marketing Whitney Sins Young Philanthropist Event Committee Meenakshi Agrawal Penny Austen Kathleen Baum Tracy Cranley Lisa Curlett Shannah Frambes Patty Gannon Trish Griffin Elaine Holmes Susan Kavoogian Pam Lesser Laurel Lyle Mary Beth Mahoney Christine Miller Lisa Nickerson Hillary Koritz Price Judi Rizley Debbie Sinay Trustee A Special Thank You to Our Event Sponsors Benefactors Patty Paul Gannon Harbor Capital Advisors Inc Pam Steve Lesser Carol Jack O Neil R W Holmes Realty Patrons Donna Hale John Donovan Susan Brian Kavoogian KLR Kahn Litwin Renza Co Ltd Middlesex Savings Bank On The Avenue Marketing Margaret Ramsey John McCluskey Amy Bob Rands Clair Windsor Eric Fireman Leaders Kathleen David Baum Brack Family Fund Susan David Elliott Trish Paul Griffin Kenneth Vona Construction Laurel Stephen Lyle Janet John Pattillo Patricia James Poitras Wellesley Bank Charitable Foundation Supporters Auction Direct Old Time Garage Ashley Paul Bernon Boston Design

    Original URL path: http://www.foundationformetrowest.org/DiscoverbImpactInitiativesb/2016SpringInspirationBreakfast.aspx (2016-05-02)
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