"Fulfilling

Philanthropy:

Matching

Your Gifts

with

Your Goals."

Individuals, couples & families

Are Your Charitable Gifts
Doing What you Want Them To Do?

Just as with other aspects of your financial life, if you know where you are going, it's more likely you'll get there. And that’s where we come in. We will help you to:

• Define and give focus to your giving goals
• Identify giving opportunities in line with those goals
• Construct a plan to ensure that your gifts do the most good, and you get the most good from your gifts.

Your Reason For Giving Are As Personal
As Your Handshake. It May Be To:

• Support the institutions important to you and your family.
• Help make a difference in your community.
• Tackle a problem.
• Honor or remember a friend or relative.
• Publicly affirm you as a philanthropist.
• Fulfill a religious obligation.
• Be a model for your children or grandchildren.
• Reduce your tax liability.
• Or simply make yourself feel good, knowing that you are doing good.

Matching Your Gifts With Your Goals:
How We Can Help

For your gifts to bring you much more than just tax savings, they should align with your personal, emotional, and spiritual goals. Fulfilling these goals requires forethought, discussion, research, review, and follow-up. 

The first step is an initial consultation to help you identify your giving goals and discuss how we can help you develop your Charitable Giving Plan. This meeting normally takes about two hours, and can be held at your home or office (if you are in the Boston area), or via telephone. During this meeting, you will not be asked to discuss your income, assets, nor the specific amounts you may wish to give. Based upon your specific requirements, we will work with you to create the outline for your Charitable Giving Plan.

For many, this initial process will be sufficient to jumpstart your giving program. You will find the outline useful as a guide for discussion with your family, giving partners, or financial advisors.

Please call (508) 655-4473 or click here to schedule your initial consultation today.

“The Boy Scouts -- and in particular my experiences at Boy Scout camp -- played an integral part is shaping who I am today. But I am not comfortable with their current policies. Gail helped me see that I could designate my gift specifically for camperships. Five boys who otherwise may not have been able -- got the same enriching experience this summer.”

“When my beloved brother passed on, I wanted a tangible reminder of something he would have enjoyed. Though it was painful to talk about, Gail was very sensitive and helpful. There is now a lovely stone memorial in B.’s name, at a beautiful spot overlooking the ocean he loved so much.”

A newly-engaged young couple called, explaining, “When we get married, we want to share our joy. But with all the planning that has to be done, we don’t have a lot of extra time for research.” We offered several creative ideas, from lovely, useful centerpieces they could donate to local shelters after the reception, to a charity bridal registry, to an organization that takes gently-worn bridesmaids’ gowns and distributes them to low-income girls to wear to their proms.