PLANNED GIVING: THE JOHN & ABIGAIL ADAMS SOCIETY

Planned gifts can be a very important source of philanthropy to the BBF and can create a legacy of giving to ensure that the Foundation fulfills its mission for years to come. The John & Abigail Adams Society honors donors who have remembered the BBF in their will or made a life income gift to the BBF.

Bequests:
Bequests are a wonderful way to support the BBF without depleting your current assets and which also may provide estate tax advantages. Your gift can be made through a will or a trust, which both allow for assets to be distributed to individuals and nonprofit organizations in the amounts or proportions you choose.

All assets, including cash, securities, real estate and tangible personal property, may be transferred to the BBF through your estate. You may also wish to consider naming the BBF as the beneficiary of your qualified retirement plan or a life insurance policy.

Endowed Gift:
An Endowment gift is invested by the BBF so as to both preserve the principal and generate income. The income generated supports the purpose of the fund as specified by the donor. A minimum contribution of $25,000 is required to establish an endowed fund at the BBF.



For information about the John & Abigail Adams Society and associated planned giving opportunities, please contact BBF Executive Director Richard M. Page, Jr. at (617) 778-1916 or rpage@bostonbar.org.