Needham Community Council Logo

570 Hillside Avenue
Needham, MA 02494

Needham Community Council Logo

570 Hillside Avenue
Needham, MA 02494

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Giving Options

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Planned Giving

Include us in your legacy

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Donor Advised Funds

Make your gift through a DAF

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Donating Stock

Transfer stock directly

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Donate Now

Give securely online

The Needham Community Council is privately funded with gifts of all kinds. 
However you choose to support us, your gift will go directly to helping us meet the needs of your neighbors. 

Planned Giving

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Planned Giving Info

What is Planned Giving?

Planned Giving can transform the future of the Needham Community Council and ensure that it thrives and continues to impact lives of future generations. By making a planned gift to the Council, your support will last well beyond your lifetime.

Anyone is eligible to make a planned gift to the Council.  Most legacy donors are loyal supporters of the work the Council does to help our Needham neighbors.

Leaving a legacy to the Council only takes a little planning. It can be as simple as including a bequest to the Council in your will or trust, or naming the Council a beneficiary on your retirement plan or insurance policy.

Types of Legacy Gifts

There are various options for making legacy gifts to the Council. We encourage you to work with your attorney and/or financial advisor to select the approach that is right for you.

Four basic options are outlined below:

  • bequests;
  • retirement plan beneficiary designations;
  • life insurance beneficiary designations; and
  • charitable gift annuities.

There are additional options you may wish to consider under certain circumstances, including pooled income funds, charitable remainder trusts, and charitable lead trusts, that will not be discussed further here. Pooled income funds are more attractive in a higher interest rate environment. Charitable remainder trusts and charitable lead trusts are more complex and individualized vehicles better discussed with your professional advisors.

Tax Information
  • Needham Community Council is an IRS-qualified tax-exempt organization.
  • The Council’s  federal identification number (EIN) is 04-2121365
  • A completed IRS Form W-9 Request for Taxpayer Identification is available upon request.
  • For tax purposes, bequests, legacies, devises, or transfers to the Council are deductible as they accord with the provision of the Internal Revenue Code.

Donor Advised Funds

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Donor Advised Funds

Simplify Your Giving
A donor advised fund (DAF), which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to the Needham Community Council. You can recommend a grant or recurring grants now to make an immediate impact or use your fund as a tool for future charitable gifts.

How it works

You can give back to your community by putting your money where it will do the most good. By establishing a donor advised fund with a community foundation like Fidelity Charitable or Schwab Charitable you can receive a federal income tax charitable deduction at the time you create the fund.  Then, you take the time you need to decide which charities to support.

After researching community needs you may recommend grants for any non-profits including the Needham Community Council. The foundation then presents the charities with checks from the fund that was created on your behalf.

Send a gift through your DAF today
Declare a Beneficiary of your DAF

Did you know if you have a Donor Advised fund that outlives you, the remaining balance of your fund can not go back to your children or family?  If you have not declared a beneficiary of your fund, the owner of the fund (i.e. Fidelity or Schwab) gets to choose who will receive the balance of your account.   Be sure your intentions are known by naming your charity of choice as the beneficiary of your DAF.   Typically this can be done directly on your DAF website.

Stock and Fund Transfers

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Stock and Fund Transfers

Why a stock or fund transfer?

Make a bigger impact by donating long-term appreciated securities, including stock, bonds, and mutual funds, directly to the Needham Community Council. Compared with donating cash, or selling your appreciated securities and contributing the after-tax proceeds, you may be able to automatically increase your gift and your tax deduction.

How to make a transfer

The Needham Community Council regularly receives gifts in the form of stock or funds.  Please contact our office for tracking and account information to complete the transfer.  Shortly after completion, they will be sold for current market value and put to work to help our neighbors. 

Email us at: dev@needhamcouncil.org