• Tax deductions: Gifts of appreciated securities and other long term capital gain property to a Brand of a Champion Inc fund are generally eligible for a full fair market-value deduction for income and gift tax purposes.
• Greater Impact: Because the non-cash assets are sold by the Brand of a Champion Inc, they generally do not generate capital gains taxes. As a result, your clients have more resources to direct to charity.
• Access to philanthropic expertise: Whether your client is just beginning the philanthropic journey or possesses a high level of clarity and sophistication, our relationship managers can sit down with you and them to discuss their ideas, values and the issues that are most important to them. In addition to being welcomed into our vibrant donor community, they will have access to workshops and events designed to equip donors with the information and tools they need to maximize the impact of their philanthropy. Boston Foundation staff members have deep knowledge of local nonprofits working to solve some of our region’s biggest problems. They also have strong relationships with other community foundations across the country, and with international philanthropy. This provides your clients philanthropic support whether they decide to make grants locally, nationally, or internationally.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

We provide a holistic approach to make decisions in the context of your life and financial priorities. You will be paired with a specialist that meets your current life stage and evolve with our team as your life progresses. Whether you’re facing retirement – or looking to better understand certain investment ideas – we can help you address your most-pressing financial questions.