Planned Giving

Discover the Benefits of Giving Wisely

Planned giving is a thoughtful way of ensuring that The Children’s Room will continue to support future generations of grieving families. Creating a bequest intention or gifting retirement fund assets supports the mission of The Children’s Room and offers tax advantages. Families attend our programs free of charge and may continue with our program as long as it is helpful to them. Donations allow us to offer our services to grieving children and families at no cost.

Name The Children’s Room In Your Will or Trust

The easiest and most cost effective way to make a long lasting gift to The Children’s Room is to include it in your will or revocable trust.

Put Your IRA To Work For The Children’s Room

It can be costly to pass retirement plan assets on to your heirs. This is because retirement plans are typically pre-income tax assets, as they have not yet been taxed, but will be taxed when distributed to your heirs. Retirement plans are also included in a person’s taxable estate for estate tax purposes. This means there is a potential double tax when leaving a retirement plan to an heir.

However, when a retirement plan is gifted to a charity at the time of a person’s death, the charity does not pay any income tax on distributions, nor is the plan included in a person’s taxable estate for estate tax purposes.

Given the above, retirement plans can be an ideal gifting vehicle to consider if you wish to include a charity in your estate plan – the ability to provide for your heirs, pay less tax, and have more of your estate go to support your charitable goals.

By naming The Children’s Room as a beneficiary of a retirement plan, you maintain complete control over the asset during your lifetime to provide for your lifetime needs. At the time of your death, the balance (or a percentage) of your plan passes to The Children’s Room free of both estate and income taxes.

Gifts Of Stock And Appreciated Assets

How It Works

  • Transfer appreciated stocks, bonds, or mutual fund shares to The Children’s Room.
  • Short term assets can also be donated. They will avoid being taxed as regular income if sold and a charitable deduction will be received.


  • You receive a federal income tax deduction for the fair market value of the securities on the day they are received in The Children’s Room account.
  • You pay no capital gains or income tax when the donated securities are sold.

If you are interested in making a gift of stock or other appreciated assets, please contact Kim Cayer, Philanthropy Director, at (781-641-4741, extension 333) or by email at [email protected].

Support The Children’s Room With A Gift To Our Endowment

In 2014 The Children’s Room endowment was established by the Board of Directors with a generous seed gift from Steve Andrew, a member of the Board, and his wife, Maryanne, a member of the Advisory Board. The endowment is overseen by the Finance Committee of the Board to provide a stream of income to The Children’s Room. Income from this board designated endowment will help The Children’s Room to sustain itself, support new initiatives, and meet unanticipated demands.

If you are interested in making a gift to the endowment, please contact Kim Cayer, Philanthropy Director, at (781-641-4741, extension 333) or by email at [email protected].

Join our Heritage Society

Please let us know if you have made a planned gift so that we might welcome you in The Heritage Society, our honorary society for those who have included The Children’s Room in their estate plans. We are immensely grateful to the members of The Heritage Society for their vision and support. Heritage Society members are listed in our annual Donor Report.

Contact Us

Because individual circumstances differ, we encourage donors to seek advice from their own legal and financial advisers. If you wish to discuss any of the options above in greater detail, please contact Kim Cayer, Philanthropy Director, at (781-641-4741, extension 333) or by email at [email protected].