Advisors
Your client can become a philanthropist with a gift that is planned today and realized after their lifetime. They simply designate in their will or estate plan that the Community Foundation of North Central Massachusetts will receive a percentage or specific amount from their estate, or take advantage of more sophisticated strategies—like giving instruments that provide an income stream to meet current financial needs.
For More Information
Erin Thomason
Director of Philanthropy 978-345-8383 Ext. 105
To learn more about planned giving vehicles for your client click here.