For our donors and/or the financial advisors who support their philanthropy, there are many exciting ways to advance St. Francis House’s life-saving programs and services for Boston’s poor and homeless.
St. Francis House accepts philanthropic gifts through donor advised funds, estate planning, IRA charitable rollovers, stock or securities.
St. Francis House is a 501(c)(3) charitable organization. Gifts are tax-deductible to the full extent of the law. EIN: 22-2519129
If you have any questions or are seeking more information, please contact: Janelle Coleman-Smith, Director of the Annual Fund 617-654-1219 firstname.lastname@example.org
A donor advised fund — or DAF — is a charitable account with a sponsoring organization that allows donors to recommend grants/gifts to qualified public charities. For more information about setting up a donor advised fund, please contact your financial advisor. If you currently have a donor advised fund, please consider recommending a gift to St. Francis House with your financial advisor.
If your fund is with Fidelity Charitable, Greater Kansas City CF, Schwab Charitable, or BNY Mellon, you can make a recommendation directly here.
St. Francis House is a 501(c)(3) charitable organization. Gifts are tax-deductible to the full extent of the law. Our EIN: 22-2519129. If you have any questions or are seeking more information, please contact: Janelle Coleman-Smith, Director of the Annual Fund 617-654-1219 email@example.com
Making a provision in your estate plans can fund the future of St. Francis House and create a meaningful philanthropic legacy for you and your family. The easiest way is to make a charitable bequest through designating a gift of a fixed amount or a percentage of your estate. In making a bequest, our formal name is Saint Francis House, Inc. and our 501(c)(3) tax exempt number is 22-2519129. Gifts should be made “for the general purposes of the organization at the discretion of its board”. This enables St. Francis House to meet its most pressing needs, which can change over time. Planned gifts may also include:
- Cash or appreciated securities/stock.
- Retirement accounts (IRA, 401K, 403B)
- Life Insurance
In addition to providing critical financial support for our work, your planned gift(s) may also provide you financial benefits including tax savings, reduced capital gains and estate taxes, and release from financial management. We encourage you to work closely with a financial advisor or estate attorney in determining your plans. When donors share their intent to make a bequest or other planned gift(s) to St. Francis House, they become members of St. Francis House’s John P. McGonagle Legacy Society. To learn more, or to let us know of your intent to make planned gift to St. Francis House, please contact Senior Development Officer Claudia Haydon at firstname.lastname@example.org or 617-457-1060.
For individuals age 70 ½ or older, an IRA Charitable Rollover is a tax-wise way to give to St. Francis House. Benefits:
- A charitable gift transferred from your IRA directly to St. Francis House will not be taxed and can qualify for the required minimum distribution (RMD), maximizing benefits to both you and St. Francis House.
- IRA gifts may be used to satisfy multi-year donor pledges.
To qualify, you must:
- Be age 70 ½ or older.
- Donate any amount up to $100,000 from your IRA.
- Transfer funds directly to St. Francis House from a traditional or rollover IRA.
To initiate the gift of an IRA Charitable Rollover, contact your IRA administrator. For a sample transfer request form you can customize and share with your IRA administrator or financial advisor, please click here. St. Francis House is a 501(c)(3) charitable organization. Gifts are tax-deductible to the full extent of the law. Our EIN is 22-2519129. If you have any questions about IRA charitable rollovers, please contact: Janelle Coleman-Smith, Director of the Annual Fund 617-654-1219 email@example.com
Donating stock or securities to St. Francis House is an easy way to give, with additional benefits:
- The market value of a gift of stock and securities is tax-deductible, just like any other charitable contribution.
- Giving stock or securities has an additional tax advantage over a cash gift: donors avoid capital gains tax on the appreciation of the asset.
Always consult with your tax advisor for specific tax information when giving securities, as certain limitations may apply. To make a donation, you or your broker can transfer DTC-eligible securities to: John Doherty Pearce Doherty and Moore Group Merrill Lynch Asssistant Vice President Senior Financial Advisor 100 Federal Street, 17th Floor Boston, MA 02110 Phone: 617-946-4044 or 800-845-5203 St. Francis House account number: 81804208 DTC#: 8862 NOTE: Electronic transfers of stock/securities to St. Francis House’s Merrill Lynch account are made without identifying the donor. When you decide to make a gift, please notify Janelle Coleman-Smith, Director of the St. Francis House Annual Fund, at 617-654-1219 or firstname.lastname@example.org with the name of the stock and number of shares being donated, as well as the expected date of transfer, so we can identify and credit your gift. St. Francis House is a 501(c)(3) charitable organization. Gifts are tax-deductible to the full extent of the law. Our EIN is 22-2519129 If you have any questions about making gifts of stock/securities, please contact: Janelle Coleman-Smith, Director of the Annual Fund 617-654-1219 email@example.com