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Online Giving Form

Checks or money orders can be made payable to the ������Ƶ Foundation and mailed to the following address:

������Ƶ Foundation
50 Oakland Street
Wellesley, Hills MA 02481

In the memo field, please identify the fund you would like to support. If you do not have a specific fund in mind, please write “General Scholarship Fund” or “Wherever Needed Most”.

To make a wire transfer or automated clearing house (ACH) transfer to the������Ƶ Foundation, please provide your bank with the following information:

• Name on Account: ������Ƶ Foundation, Inc
• Bank Name: Bank of America
• Account Type: Checking
• Wire Routing: 026009593 OR ACH routing number: 011000138
• Acct: 0005 0072 1203

Please notify us at foundation@massbay.edu to let us know the date the college should expect your gift, the amount, the person or organization sending the gift and what fund, department or program you intend your gift to benefit. This will prevent gifts from going unidentified and will help us follow up on transfers not received when expected.

You can donate to the ������Ƶ Foundation through your Donor Advised Fund by providing the information below to the sponsoring organization of your fund.

Each organization will have the appropriate forms to complete these gifts, which can typically be accessed through an online portal or by working with your fund adviser. Your sponsoring organization can then complete the transaction to distribute the funds to the ������Ƶ Foundation.

Information to make a gift through you Donor Advised Fund:

• Federal Tax ID: 22-2581930
• Mailing Address: ������Ƶ Foundation, 50 Oakland Street, Wellesley, Hills MA 02481

If you have questions about the information you need to provide to the sponsoring organization of your donor advised fund, please contact us at foundation@massbay.edu or (781) 239-3025.

Please notify us at foundation@massbay.edu to let us know the date the college should expect your gift, the amount, the person or organization sending the gift and what fund, department or program you intend your gift to benefit. This will prevent gifts from going unidentified and will help us follow up on gifts not received when expected.

Reduce Your Taxes While Increasing Your Impact

If you are 70½ years of age or older and have a traditional individual retirement account (IRA), you can make an immediate impact at ������Ƶ through an IRA Charitable Rollover Gift. Owners of these accounts have the opportunity to make qualified charitable distributions of up to $100,000 in the calendar year.

An IRA Charitable Rollover allows you to:

• Make a gift directly from your IRA tothe ������Ƶ Foundation;
• Satisfy part or all of your annual RMD from your IRA, and exclude part or all of that distribution from your Federal taxable gross income; and
• Impact today’s ������Ƶ students by renewing or increasing your annual gift through your IRA Charitable Rollover.

For your gift to qualify:

• You must be 70½ years of age or older at the time of your gift.
• The transfer must be made from your IRA directly to the ������Ƶ Foundation.
• Your total annual IRA Charitable Rollover gift(s) cannot exceed $100,000 in the calendar year of the gift.
• Your gift to ������Ƶ must be completed by December 31 in the year you decide to make the gift.
• Your gift must be outright. Gifts from your IRA to donor-advised funds or life-income vehicles such as charitable gift annuities or charitable remainder trusts do not qualify as IRA Charitable Rollover gifts.

Making your gift is easy:

Before December 31 of this year:

• Contact your IRA custodian.
• Ask that your distribution be a charitable rollover to the ������Ƶ Foundation.
• To ensure that we can promptly and accurately credit your gift, ask them to include your name, address and how you would like the gift allocated in the transfer.

Distributions can be mailed to:

The ������Ƶ Foundation
50 Oakland Street
Wellesley Hills, MA

For distributions sent via wire transfer, please have your plan custodian contact usatfoundation@massbay.edu for specific instructions.

Make ������Ƶ a beneficiary of your IRA

You may also consider making a charitable bequest of part or all of your retirement account to ������Ƶ. A retirement account bequest is one of the most tax-efficient ways to fund a charitable gift from your estate. By making the ������Ƶ Foundation the beneficiary of your retirement account, you may reduce or eliminate federal estate and income taxes related to your retirement account at your passing.

Gifts of securities such as stocks or other appreciated assets can be a great, tax-efficient method for making a gift to the ������Ƶ Foundation. In most instances, you can take a tax deduction for the full market value of the gift and avoid any capital gains tax.

To initiate a stock donation to the ������Ƶ Foundation, please contact Fidelity at (800) 343-3548 and provide the following information:

• Entity: ������Ƶ Foundation, Inc.
• Account number: Z40-325828
• Routing number: 101205681

Many employers sponsor matching gift programs and will match most charitable contributions made by their employees. To find out if your company has a matching gift policy, please enter your employer's name below.

If your company is eligible, click on the Go To Matching Gift Form button to obtain and submit your company's matching gift form. Some companies will match gifts made by retirees, spouses and/or board members. The impact of your gift could be doubled by submitting your matching gift form.