{"id":294,"date":"2019-10-04T10:58:37","date_gmt":"2019-10-04T14:58:37","guid":{"rendered":"https:\/\/id-responsi.cms-devl.bu.edu\/alumni\/ways-to-give\/"},"modified":"2020-02-27T15:23:07","modified_gmt":"2020-02-27T20:23:07","slug":"ways-to-give","status":"publish","type":"page","link":"https:\/\/id-responsi.cms-devl.bu.edu\/alumni\/giving\/ways-to-give\/","title":{"rendered":"Ways to give"},"content":{"rendered":"<h3>You\u2019ve committed to supporting Boston University. Now it&#8217;s time to consider what form your gift will take.<\/h3>\n<p>Gifts to Boston University are tax deductible, and you may designate your gift to a particular BU school or college, to BU Athletics, to the University generally, or to many other available funds. Both endowment and current-use funds are critically important to the University. We\u2019re grateful for your support, and we\u2019ll be happy to help you find the method of giving that is most convenient for you.<\/p>\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h4 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Give online<\/h4><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<p>To give online with your credit card, follow the instructions on <a href=\"https:\/\/trusted.bu.edu\/s\/1759\/2-bu\/giving\/interior.aspx?sid=1759&amp;gid=2&amp;pgid=412&amp;cid=1044&amp;appealcode=WEBAGC-CSDN\">this giving form<\/a>. You can make a single payment or distribute your gift in equal installments over a specified period of months. You can also set up a convenient recurring gift; the University will charge your credit card the amount you specify each month until you tell us to stop.<\/p>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h4 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Give by mail<\/h4><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<p><strong>To pay by mail with a check:<\/strong><\/p>\n<ol>\n<li>Make your check payable to Trustees of Boston University.<\/li>\n<li>On the check\u2019s memo line or in an attached note, specify how you would like to designate your gift. If you do not include a designation, your gift will be used for the general teaching, research, and public service initiatives of Boston University.<\/li>\n<li>Mail your gift to <strong>Boston University Gifts &amp; Records, 595 Commonwealth Ave., Suite 700, West Entrance, Boston, MA 02215<\/strong><\/li>\n<\/ol>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h4 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Make a planned gift<\/h4><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<p>Planned gifts have an enormous and lasting impact on Boston University, creating a legacy for BU students that lasts for generations. Planned gifts also form part of an overall financial plan that can provide you with significant benefits. For example, planned gifts can help you maintain control of your assets during your lifetime, take advantage of a number of tax benefits, leave a legacy at Boston University, and possibly even provide income to yourself or others during your or their lifetime. Unlike gifts of cash, planned gifts typically come from assets in your estate, rather than disposable income. Explore planned giving <a href=\"http:\/\/bulegacy.org\/\">here<\/a>.<\/p>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h4 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Match your gift<\/h4><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<p>You can double\u2014or even triple!\u2014your gift without paying a penny more. Many employers sponsor matching gift programs and will match charitable contributions made by their employees. To find out if your company has a matching gift policy, search the employer\u2019s name in the form below.<\/p>\n<p>If you don&#8217;t see your employer on the list, please check with your company to see if it offers a program that will match your gift to Boston University.<\/p>\n<p><strong>You may mail your completed matching gift form to:<\/strong><br \/>\nBoston University Gifts &amp; Records<br \/>\n595 Commonwealth Avenue, Suite 700<br \/>\nWest Entrance<br \/>\nBoston, MA 02215<br \/>\nIf you need BU\u2019s EIN (Employer Identification Number) to complete the form, it is <strong>04-2103547<\/strong>.<\/p>\n<p>Questions or concerns? Please contact us at the address above, at 617-358-5265, or by <a href=\"mailto:matching@bu.edu\">email<\/a>.<\/p>\n<p>\t<div class=\"employee-match-wrapper\">\n\t\t<iframe name=\"employerMatch\" id=\"employerMatch\" src=\"https:\/\/ww2.matchinggifts.com\/bu\" width=\"100%\" height=\"550px\" scrolling=\"yes\" frameborder=\"0\"><\/iframe>\n\t<\/div>\n\n\t<\/p>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h4 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Give stock or mutual funds<\/h4><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<p>To make a gift of stocks, please inform Boston University of the company stock\/mutual fund you intend to transfer <em>or<\/em> the approximate value of your gift and your stockbroker\u2019s name and telephone number, as well as the gift designation. You can contact the gift officer who works with you or:<\/p>\n<p><strong>Judie Norris<br \/>\nAssociate Director, Gifts<\/strong><br \/>\n595 Commonwealth Ave., Suite 700<br \/>\nWest Entrance<br \/>\nBoston, MA 02215<br \/>\n<strong>Phone:<\/strong> 617-353-6347<br \/>\n<strong><a href=\"mailto:jrnorris@bu.edu\">Email<\/a><\/strong><\/p>\n<p><strong>Transferring stocks<\/strong><br \/>\nGifts of securities can be transferred to the Boston University account by providing the following transfer instructions to your broker exactly as follows:<br \/>\n<strong>The Northern Trust Company<br \/>\nDTC clearing #2669 for further credit to: account #26-46112<\/strong><br \/>\n<strong>Account Name:<\/strong> Trustees of Boston University<br \/>\n<strong>Boston University EIN:<\/strong> 04-2103547<br \/>\nGift date is the date of receipt in Boston University\u2019s account. Please notify us as soon as the transfer is initiated.<\/p>\n<p>Sending securities held as physical certificates:<br \/>\nPlease send the stock certificate(s) along with a transmittal letter by certified mail to:<br \/>\n<strong>Boston University Gifts &amp; Records<\/strong><br \/>\n595 Commonwealth Avenue, Suite 700<br \/>\nWest Entrance<br \/>\nBoston, MA 02215<br \/>\n<strong>Attn:<\/strong> Judie Norris, Associate Director, Gifts<br \/>\nYou should also sign the back side of the stock certificate or an irrevocable stock power transferring ownership to the Trustees of Boston University. The signature on the stock power must be guaranteed by an eligible guarantor institution such as a commercial bank, trust company, securities broker dealer, credit union, or savings institution participating in a STAMP Medallion program approved by the Securities Transfer Association, Inc.<br \/>\nGift date is the postmark date as mailed to Boston University.<\/p>\n<p><strong>Transferring mutual funds<\/strong><br \/>\nTo give mutual funds, provide these transfer instructions to your broker:<br \/>\n<strong>State Street Brokerage Services, Inc.<br \/>\nDTC clearing #0226 National Financial Services (NFS)\u00a0for further credit to:\u00a0<\/strong><strong>account #AB2 864366<\/strong><br \/>\n<strong>Account Name:<\/strong> Trustees of Boston University<br \/>\n<strong>Boston University EIN:<\/strong> 04-2103547<br \/>\nGift date is the date of receipt in Boston University\u2019s account.<\/p>\n<p>Most mutual funds can be transferred directly to our State Street broker. For assistance with the transfer, your broker should contact Fred Menis at State Street Brokerage, 617-664-6278.<\/p>\n<p><strong>Transferring government bonds<\/strong><br \/>\nTo transfer government bonds, give your broker these instructions for the Boston University Northern Trust Company account:<\/p>\n<p><strong>Northern CHGO\/TRUST<br \/>\nABA #071000152<br \/>\nTrustees of Boston University\u2014account #26-46112<\/strong><br \/>\nGift date is the date of receipt in the Northern Trust account.<\/p>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h4 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Make a payroll deduction<\/h4><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<p>To have gift payments or a recurring gift deducted from your Boston University paycheck, <a href=\"\/alumni\/files\/2020\/02\/Payroll-deduction-form.pdf\">fill out this form<\/a> and return it to BU Development &amp; Alumni Relations.<\/p>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h4 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Transfer funds by wire<\/h4><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<p>For wire transfer information, please contact our Gifts &amp; Records team. You can reach out to Judie Norris, associate director of gifts, at 617-353-6347 or <a href=\"mailto:jrnorris@bu.edu\">by email<\/a>.<\/p>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h4 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Make a gift in kind<\/h4><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<p>You can donate items of tangible personal property (including art, collectibles, books, equipment), and other personal assets or materials of value, and Boston University welcomes many such gifts in kind. Your development officer can provide information on IRS appraisal requirements of donated in-kind gifts. In-kind gifts should first be approved by the relevant dean, department chair, or director.<\/p>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h4 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Create an IRA charitable rollover<\/h4><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<p>If you are 70\u00bd years old or older, you can take advantage of a simple way to benefit Boston University and receive tax benefits in return. You can give up to $100,000 from your IRA directly to a qualified charity such as ours <em>without having to pay income taxes <\/em>on the money.<\/p>\n<p>This law no longer has an expiration date, so you are free to make annual gifts to our organization this year and well into the future. Learn more on BU\u2019s <a href=\"http:\/\/bulegacy.org\/\">Planned Giving site<\/a>.<\/p>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h4 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Give from a donor advised fund<\/h4><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<div style=\"float: left; padding-right: 10px;\"><script type=\"text\/javascript\">_dafdirect_settings=\"042103547_2111_d4d041d7-c233-4c5f-b3fb-73b096ba8745\"<\/script><script type=\"text\/javascript\" src=\"http:\/\/www.dafdirect.org\/ddirect\/dafdirect4.js\"><\/script><\/div>\n<p>A donor advised fund (DAF) is a mechanism that simplifies the administrative burden of fulfilling your philanthropic objectives. DAFs offer the favorable tax benefits of giving directly to charities with added flexibility around the timing of gifts. An increasingly popular charitable vehicle, DAFs are an excellent way both to simplify your charitable giving and to facilitate your strategic philanthropic goals.<\/p>\n<p>If you have a DAF with BNY Mellon, Fidelity Charitable, or Schwab Charitable, DAF Direct enables you to recommend grants to Boston University directly from your fund, and you can use the box on the left to designate them for any use, such as your school or college.<\/p>\n<p><\/div>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>You\u2019ve committed to supporting Boston University. Now it&#8217;s time to consider what form your gift will take. Gifts to Boston University are tax deductible, and you may designate your gift to a particular BU school or college, to BU Athletics, to the University generally, or to many other available funds. Both endowment and current-use funds [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":264,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/id-responsi.cms-devl.bu.edu\/alumni\/wp-json\/wp\/v2\/pages\/294"}],"collection":[{"href":"https:\/\/id-responsi.cms-devl.bu.edu\/alumni\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/id-responsi.cms-devl.bu.edu\/alumni\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/id-responsi.cms-devl.bu.edu\/alumni\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/id-responsi.cms-devl.bu.edu\/alumni\/wp-json\/wp\/v2\/comments?post=294"}],"version-history":[{"count":33,"href":"https:\/\/id-responsi.cms-devl.bu.edu\/alumni\/wp-json\/wp\/v2\/pages\/294\/revisions"}],"predecessor-version":[{"id":5359,"href":"https:\/\/id-responsi.cms-devl.bu.edu\/alumni\/wp-json\/wp\/v2\/pages\/294\/revisions\/5359"}],"up":[{"embeddable":true,"href":"https:\/\/id-responsi.cms-devl.bu.edu\/alumni\/wp-json\/wp\/v2\/pages\/264"}],"wp:attachment":[{"href":"https:\/\/id-responsi.cms-devl.bu.edu\/alumni\/wp-json\/wp\/v2\/media?parent=294"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}