Are there any charitable interests you would like to support in your will? A testamentary gift is the simplest way to make a lasting gift to your community and significantly reduce your federal and state estate inheritance taxes.

Benefit: You create a legacy that perpetually supports the charitable programs that you cared about during your lifetime.

A charitable gift annuity is a contract between you and The Foundation. In exchange for your gift of cash or stock, you or your designee receive a fixed annual income. At the end of the term, the remaining assets are passed along to a permanent fund at the Foundation for MetroWest.

Benefit: We guarantee you or your designee a fixed annual income for life. You can start receiving income immediately or defer payments until a later date.

Trusts are the option of choice for larger gifts. A charitable remainder trust pays you (and/or a beneficiary) either a fixed or variable income for life or for a fixed number of years. At the end of the term, the “remainder” is transferred to a permanent fund at the Foundation for MetroWest.

Benefit: You benefit from a tax deduction in the year the trust is established and avoid capital gains if the gift used to fund the trust is appreciated property. Assets are removed from the taxable estate and eventually pass to the foundation to supplement or to establish a fund in your name.

You can support us by making a gift whenever it is convenient for you. This fund provides operating support and helps Crossroads do the valuable community work that we do, such as grant making, board and fundraising seminars, philanthropy education, training and other convening events.

Our grant-making in MetroWest is funded primarily through unrestricted funds. The Foundation manages a competitive grant making process, distributing grants to nonprofit organizations that are addressing the most important issues. Areas currently funded include: Family Support, Arts & Culture, Environment and Youth Development. Education funding is coming soon. The flexibility of your unrestricted gift enables our local program experts to respond to the community’s most pressing needs for today and tomorrow.

Through a named Field of Interest Fund, donors can focus their gift within an area that is meaningful to them, such as homelessness or animal welfare, or within a specific geographic area. The Foundation’s grant-making staff will apply the gift where it can make the most impact.

Donors may establish an endowed gift to benefit a specific 501(c)(3) agency through a named Designated Fund. You identify the recipient you wish to benefit through your gift; our staff manages the annual distribution of funds.

These Funds can simplify giving to any nonprofit 501(c)(3) public charity through an initial tax-deductible gift of $10,000 or more. Additional contributions can be added at any time for any amount. Donors may recommend minimum grants of $250 to any qualifying Internal Revenue Code Section 501(c)(3) public charity at their convenience. Donors have access to the Foundation’s grant-making staff should they need any assistance in identifying charities that address the issues and needs they care most about.