Gift Planning

As you reflect on your life's path and remember experiences and organizations important to you and your values, you may find yourself thinking about planning a gift to Boston Medical Center.

Philanthropic gifts that take thoughtful planning have several forms. A few of the more common structures are:

  • Current gift from your IRA - Gifts resulting from a direct transfer of a portion of your qualified IRA to Boston Medical Center, formally known as Individual Retirement Account Qualified Charitable Distributions (IRA QCDs).
  • Income-producing gifts - Gifts funded now to provide income to you and/or others for a number of years or for life, with the remaining amount directed to Boston Medical Center.
  • Future gifts by beneficiary designation - Gifts resulting from naming Boston Medical Center a final beneficiary of all or a portion of a retirement plan, donor-advised fund, or similar asset.
  • Future gifts through your estate - Gifts resulting from including Boston Medical Center in an estate planning document such as a trust or will.

If you already have included Boston Medical Center in your philanthropic plans, thank you for your generosity and your caring vision.

A personal approach

In partnership with you and, if you wish, your professional advisors, it would be our pleasure and privilege to help you think through—and talk through—your plans. We can suggest options, including documentation and specific language, for structuring the charitable impact you envision at Boston Medical Center while aligning with your personal philanthropic and financial goals.

In addition to reviewing the more traditional types of gifts described above, our confidential conversations may consist of analyzing how various assets you hold, such as appreciated stock, business interests, real estate, etc., could be directed to Boston Medical Center. Different assets transfer in different ways, and we can highlight various processes as well as any associated tax advantages.

Through our conversations and correspondence, you may find that you are able to plan a gift in a creative way, use a different asset from that which you were initially considering, and/or have a greater philanthropic impact than you originally thought possible.

If you already have included Boston Medical Center in your philanthropic plans, again, thank you for thinking of this special medical community in such a caring way. As we would enjoy expressing our appreciation personally to you, kindly consider letting us know of your gift plans.

To learn more, schedule a confidential conversation, or notify us that you already have included Boston Medical Center in your philanthropic plans, please feel free to contact Kristine Otto, JD, PhD, Director of Gift Planning, at 617-414-5505 or

Gift Planning at Boston Medical Center is pleased to provide charitable gift information, though does not provide official legal or tax advice. Please consult your legal and tax advisors for applicability to your own situation.