Learn which assets are most commonly used to fund a gift.

stocks & bonds

Stocks & Bonds

Giving appreciated stock that you have owned for more than one year is one of the most tax-advantaged ways to make charitable gifts. With careful planning, you can reduce your capital gains tax while supporting Baystate Health Foundation.
retirement assets

Retirement Assets

A gift of your retirement assets, such as an employee retirement plan, IRA, or tax-sheltered annuity, is an excellent way to make a gift. A gift of these assets can shield your heirs from taxes while funding Baystate Health Foundation's future.
life insurance

Life Insurance

Life insurance is a valuable asset for making a charitable gift. You can make a gift of a life insurance policy without diminishing other investments or assets earmarked for family members.
real estate

Real Estate

A gift of real estate allows you to preserve your cash assets, receive tax and income advantages, and make a significant charitable gift to Baystate Health Foundation.

Donor-Advised Fund

A donor-advised fund can provide you with immediate tax benefits while making your charitable giving easier for years to come. Might a donor-advised fund be right for you? Here’s how it works.