Ways to Give

Thank you for your interest in supporting the Concord Carlisle Foundation. We offer several options for your giving

Cash, Check, Credit Card

Make gifts of cash or check payable to:
Concord Carlisle Foundation
19 Main Street, Suite 2
Concord, MA 01742

Or donate online:

Wire Transfer

Gifts can be transferred via cash wire transfer to the Concord Carlisle Foundation. Please notify our office in advance of your intent to wire funds. For more information, please email Jennifer Ubaldino or call 978-369-5250.

Gifts of Securities

The Concord Carlisle Foundation is able to accept gifts of stock or bonds, which may lead to tax benefits for a donor who holds appreciated assets. We recommend that you contact your tax advisor to better understand the benefits.

Contact your broker to electronically transfer stock to the Concord Carlisle Foundation’s broker, whose information follows:

Vanguard
DTC #0062
Concord Carlisle Foundation Account #45224082
Tax ID #04-2157042

Please contact the office at 978-369-5250 to notify us of any pending transfer of stocks or bonds to ensure that we accurately identify, allocate, and acknowledge your gift.

IRA Qualified Charitable Distribution (QCD)

If you are 70½ or older you can make tax-free contributions from a Traditional IRA, or inherited Traditional IRA, directly to qualified non-profit organizations, totaling up to $100,000 per tax year.
Keeping your IRA distribution out of your adjusted gross income (AGI) may save you taxes — please consult professional advisors about your particular situation.
Checks should be payable directly to the Concord Carlisle Foundation.

Donor Advised Fund

Recommend a grant from your Donor-Advised Fund (DAF). Contact your fund administrator to request a distribution.

Matching Gifts

Many employers sponsor matching gift programs and will match any charitable contributions made by their employees. By taking advantage of your matching gift benefit, you may be able to increase or even double the amount of your gift. Be sure to ask your employer if they will match your gift to the Concord Carlisle Foundation.

Planned Giving

We invite you to consider providing for the Concord Carlisle Foundation in your estate plan. Legacy gifts help ensure funding for the future work of the Concord Carlisle Foundation, allowing it in turn to meet the most urgent needs in our towns, as those evolve over time.

To speak with someone in confidence about legacy giving or if you would like information on joining the Red Feather Circle, please contact our office at 978-369-5250 or jubaldino@concordcarlislefoundation.org.