Permanency. It lasts a lifetime – and so will the impact your donation makes.

You can donate stock, or other securities such as bonds or mutual funds.

Simply provide your broker with detailed instructions of the gift that you would like to make to Bridges Homeward, including the name of the stock and the number of shares to be transferred from your account to Bridges Homeward’s at:

Fidelity Investments, National Financial Services Corp.
DTC (Depository Trust Company) #0226
Account #Z40468572, Bridges Homeward
Reference: Donor's Name

Then, please contact Bridges Homeward at 617-876-4210 or donate@bridgeshomeward.org to let us know the name of the stock and the number of shares that you will be transferring to the Bridges Homeward account at Fidelity. This information will help us provide you with proper gift acknowledgment on a timely basis.

If you are over 70 1/2 years of age, you can make a Qualified Charitable Donation (QCD) from your IRA.

• Charitable distributions cannot exceed $108,000 per IRA holder in a tax year

• Transfer must be from a traditional or Roth IRA (pension, profit sharing, 401(k), 403(b), and other forms of retirement funds do not fall under this tax legislation)

• Transfer must be made directly from the IRA adminstrator to Bridges Homeward

• Funds must be directed to a qualified charity (or charities) such as Bridges Homeward

You cannot take a charitable deduction for this type of contribution. The tax benefit you receive is excluding this contribution from your gross income, therefore not having to pay federal income taxes on it.

If you would like to make a QCD from your IRA, thank you! Contact your IRA’s administrator to request that a gift be made to Bridges Homeward. Our address and tax ID are below. Then, you may contact us at donate@bridgeshomeward.org to let us know that you are sending a qualified charitable contribution. Of course, if you have any questions or comments about making your gift, please don’t hesitate to contact us at the same email. Thank you again!

You can remember Bridges Homeward in your will.

You can include Bridges Homeward in your will or trust by giving a specific dollar amount or percentage of your estate or by leaving a specific asset—stocks, mutual funds, real estate, or other property. It’s never too soon to create a will or a trust. Even if you have an existing will or trust, you can add an amendment or codicil at any time. This can be an inexpensive and simple way to make a bequest to Bridges Homeward.

Regardless of your life circumstances, you should have a plan in place to govern how your assets are distributed upon your death.

Sample Bequest Language

Unrestricted Gift
I give and bequeath to BRIDGES HOMEWARD of Cambridge, Massachusetts, the sum of $___ (or, ___% of my residuary estate), for such purposes as Bridges Homeward shall determine to be in the best interests of the agency.

Restricted Gift
I give and bequeath to BRIDGES HOMEWARD of Cambridge, Massachusetts, the sum of $___ (or, ___% of my residuary estate), to be used for [state the specific purpose, program, or fund].

If you would like to be in touch with someone about the possibility of including Bridges Homeward in your will, you may contact us at donate@bridgeshomeward.org. We are happy to help!