Donor Services

Add To Your Fund

Here are ways we make giving through your fund easy, convenient and meaningful:

Make an Online Donation

It is safe and convenient way to make a contribution to your existing fund. Click here to go to our fund listings.

Make a gift of a Publicly Traded Stock

Everybody wins when you make a gift of appreciated stock to your community foundation. Your gains are put to good use. Your gift of stock is reinvested in your community, and it qualifies for an immediate tax deduction based on the full fair market value.

How it works:

You make a gift of appreciated stock to the Community Foundation of North Central Massachusetts. Your gift qualifies for a tax deduction based on the full market value of your stock; you avoid the capital gains tax that would otherwise arise from the sale of this stock. We handle all the administrative details.

To give a gift of stock, please contact Linda Mack at 978-345-8383 or lmack@cfncm.org.

Download our Stock Transfer Instructions [DOC].

Restricted Securities

Just like Publicly Traded Stock, The Community Foundation of North Central Massachusetts accepts Rule 144 stock.

How it works:

You make a gift of restricted securities to the Community Foundation of North Central Massachusetts. The following are the simple steps required to make a gift using Rule 144 stock:

  • You or your advisor (attorney, accountant, broker, etc.) contacts Linda Mack at 978-345-8383 or lmack@cfncm.org
  • The Foundation provides the donor's broker or advisor with detailed instructions on how to transfer restricted stock. The Foundation will acknowledge the gift of shares in writing and will include Form 8283 (appraisal form) for your use. While it is your decision to obtain an appraisal, we recommend that donors obtain an appraisal for any restricted stock gift.

Mutual Funds

Just like stocks, everybody wins when you give mutual funds to your community foundation. Your gains are put to good use. Your gift is reinvested in your community, and it qualifies for an immediate tax deduction based on the full fair market value.

How it works:

You make a gift of an appreciated mutual fund to the Community Foundation of North Central Massachusetts. Your gift qualifies for a tax deduction based on the full market value of your stock; you avoid the capital gains tax that would otherwise arise from the sale of the fund. We handle all the administrative details.

To give a gift of a mutual fund, please contact Linda at 978-345-8383 or lmack@cfncm.org

Closely-Held or Founders Stock

The Community Foundation of North Central Massachusetts accepts gifts of closely-held stock. We will work closely with the donor and their advisors to determine the most advantages way to handle the contribution.

To learn more, please contact Linda Mack at 978-345-8383 or lmack@cfncm.org

Real Estate

Making a charitable gift of real estate through your community foundation can help you turn your property gains into community good. The value of your real estate may exceed that of any other asset you own. With the help of your community foundation, you can use it to fulfill your charitable interests and receive financial and tax benefits.

How it works:

You identify real estate property that you would like to give; an appraisal will help you establish its estimated market value. We assess the real estate for compliance with our acceptance policies and gather appropriate documentation.

Your gift qualifies for a tax deduction based on its full market value; you avoid the capital gains tax that would otherwise arise from the sale of the property. We handle all the administrative details.

To learn more, please contact Linda Mack at 978-345-8383 or lmack@cfncm.org

Private Foundations

There are significant advantages to consolidating a private foundation into a Donor Advised Fund, they include: anonymity, consolidation of administrative costs and preferred charitable deductions of additional gifts.

To learn more about terminating a private foundation or consolidation, please contact Linda Mack at 978-345-8383 or lmack@cfncm.org

Donor Distribution Guidelines

All donor distributions made by the Community Foundation of North Central Massachusetts (CFNCM) are subject to the following terms and conditions:

  • Grantee is an organization that is exempt from tax in accordance with the Internal Revenue Code.
  • Grantee will utilize the grant’s proceeds only for charitable activities consistent with its tax-exempt status and will not be transmitted to any other entity or person. Without limiting the generality of the preceding sentence, Grantee will not intervene in any election or support or oppose any political party or candidate for public office, or engage in any lobbying.
  • Grantee will inform CFNCM immediately of any change in or IRS proposed or actual revocation (whether or not appealed) of its tax status
  • Grantee agrees to adhere to applicable laws as they pertain to non-discrimination.
  • This grant will not fulfill all or a portion of a pledge to the charitable organization. 
  • The grant does not entitle you or anyone else to an income tax charitable deduction because the donor has already received a tax deduction receipt at the time they made the contribution to the Community Foundation.
  • The donor acknowledges that they or anyone else do not receive any benefit (tuition, dues, admission to evens, good at an auction, etc.) from the recommended charitable organization from this grant.

Online Access to Your Account

The Community Foundation of North Central Massachusetts is pleased to offer you a new way to manage your philanthropy and communicate with our staff online.

Our Donor Portal allows you to access your fund information and recommend grants. Once you have a your password and username you can explore the online giving tools and resources the Community Foundation has to offer.

If you have a fund with the Foundation but do not have a user account, please contact Sue Cordio at 978-345-8383 x 320 or scordio@cfncm.org.

Donor Forms

Please click any of the following to download these pdf files:

Ways To Continue Giving

Address

649 John Fitch Hwy
Fitchburg, MA 01420
Directions

Contact

Phone: 978-345-8383
Fax: 978-345-1459
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