Giving Options

Create a Legacy

Include us in your legacy

Planned Giving Info

Donor Advised Funds

Make your gift through a DAF

Donor Advised Fund

The Needham Community Council is non-profit that 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.
Our federal indentification number (EIN) is 04-2121365

Planned Giving

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.

Creating your legacy at the Council is NOT just for wealthy philanthropists; anyone can make a planned/legacy gift. Most legacy donors are loyal supporters of the work the Council does to help our Needham neighbors, and wish to see this work continued in the future.

Leaving a legacy to the Council just 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, insurance policy, or your Donor Advised Fund.

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.

The most common options include:

bequests;
retirement plan beneficiary designations;
Donor Adviced Fund beneficiary designations;
life insurance beneficiary designations

There are additional options you may wish to consider under certain circumstances, including Charitable Trusts that are more complex and are 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

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

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

Current Hours

Office/Phones:
Monday - Friday	8:30 am – 4:00 pm

Thrift Donation Site:
Monday & Friday	10:00 am – 4:00 pm
Tuesday & Thursday	10:00 am – 6:00 pm
Saturday	10:00 am – 2:00 pm

Thrift Shop:
Monday & Friday	10:00 am – 4:00 pm
Tuesday & Thursday	10:00 am – 6:00 pm
Saturday	10:00 am – 2:00 pm

The Council will be closed at noon on Tuesday, March 14th and Wednesday morning, March 15th for weather.

Food Pantry:

Accepting new customers and current customers by reservation only. Please call 781-444-2415 for details.

Council offices and all programs are closed on most major holidays. We follow the Needham Public School weather closings

Kalindi-Kango

Kalindi has masters degree in Mathematics and Computer Science from Indian Institute of Technology, Bombay, India. She initially began her career at Computer Vision in Burlington, MA and later worked as a software consultant for Fortune 500 companies like Johnson and Johnson and Pfizer. Kalindi has lived in Florida, New Jersey, California and returned back to Massachusetts. She and her husband with two daughters moved here in Needham in 2015 and quickly found strong ties to the Needham Community. Both her daughters graduated from Needham High School and continued to pursue higher professional education.

Over the years Kalindi has volunteered her time at various non-profits including Saheli - a non-profit for battered women from south Asian and middle eastern community, as a treasurer for Pony Club of Northern California, and librarian at Bridgewater-NJ Elementary School. Most recently, during Covid-19 crisis, she participated in Boston Area Mask Initiative, a movement that provided over 60000 masks to underserved population by sewing them at her Needham residence. She contributed to local groups within Needham-Wellesley area in sewing and distributing surgical caps and masks for healthcare workers at local hospitals. Prior to being on the Council Board, Kalindi worked as a volunteer at the council to streamline recording of volunteer hours and medical equipment loaning records. She looks forward to working with the council in coming years and helping achieve the Council goals and support the Needham community.

Susan Mitchell

Susan is a geriatrician and health services researcher at the Hebrew SeniorLife Marcus Institute for Aging Research and Beth Israel Deaconess Medical Center and professor of medicine at Harvard Medical School. Susan is originally from Montreal. She is a graduate of the University of Ottawa medical school and has a Master’s of Public Health from Harvard University. Her career has largely focused on conducting research to improve the quality of life of older persons with serious illness, particularly dementia.

She moved to the Needham from Canada in 2000. She lives with her partner, has two step-children, and enjoys hiking with her beloved labradoodle through the Town Forest. Susan loves living in Needham and looks forward to contributing to the community.

David-Carter

David is a Senior Vice President and Deputy General Counsel at Fidelity Investments providing legal counsel to the firm’s asset management and operations businesses. David specializes in mutual fund corporate governance matters, including substantial involvement with mutual fund boards of directors, as well as SEC rulemaking processes.

David has held a variety of roles in Fidelity’s legal department since joining Fidelity in 2005. From 2010 to 2014, David led a team of lawyers and project managers who coordinated Fidelity’s response to rulemaking following the financial crisis. Prior to joining Fidelity, David spent five years as associate at Ropes & Gray, where he worked on a broad range of corporate and securities law matters.

David received his A.B. in Economics from the University of Michigan and his JD from Harvard Law School. He has lived in Needham since 2008 with his wife and their two sons

Joyce McCafferty

Joyce cannot believe she has lived in Needham for 10 years. It still seems like yesterday when the McCafferty family moved into town. Despite not having friends nor family here, the family has forged strong bonds of friendship with neighbors within this welcoming community and are proud to call Needham home.

Armed with a degree in chemical engineering from the University of Illinois, Urbana-Champaign, Joyce’s career began in pharmaceuticals. Stay at home parenting temporarily interrupted her career trajectory. However, this detour pales in comparison with her current pursuit of a new career in healthcare as an EMT and ski patroller.

Previously active in ParentTalk, Joyce is excited at the opportunity to serve the larger community of Needham.

Andrea Wasserman

Andrea B. Wasserman is an innovative leader, effective strategist, and philanthropy expert. She consistently inspires clients to exceed their fundraising goals by focusing on smart development strategies and unleashing the right talent.

As Founder and President of the boutique organizational development firm ABW Partners (formerly Social Profit Ventures), Andrea has partnered with nearly 50 clients on customized engagements around the design and execution of exceptional advancement and fundraising programs. Andrea also delivers an expansive array of fundraising coaching, proficiency building, and learning opportunities from the c-suite and board level to development departments and cross-organization teams.

Before launching her firm in 2012, Andrea was the catalyst behind fundraising at various high-performing local, national, and international nonprofits. Charged with the responsibility of driving comprehensive and sustainable financial resource development, Andrea assumed pivotal roles at UJA Federation of New York, Wall Street Division; United Jewish Communities (first as the Director of National Young Leadership Cabinet and then Director of National Women’s Constituency); Charles E. Smith Jewish Day School; and BBYO International.

In concert with dynamic colleagues and stakeholders at these and other organizations, Andrea has successfully built cultures, systems, teams, and strategies that have yielded tens of millions of philanthropic dollars to foster vibrant communities worldwide.

Passionate about her family, friends, and community, Andrea resides in Needham with her husband Adam, son Zachary, and labradoodle Tucker. The Wassermans are members of Temple Beth Shalom in Needham.

Mary Richman

Mary, her husband Jeff and three kids (Noa, Patrick and Evie) have lived in Needham since they moved here from DC in 2007.

Mary graduated from the University of Virginia where she studied Finance and Marketing. She now works as a part-time consultant, providing marketing and financial analysis services for a few local companies.

Mary became involved in the Needham Community through her work at Parent Talk, first as their Fundraising Chair and then as a Co-President for 2 years.

Prior to being on the Council Board, Mary was familiar with the Council through her volunteer work as PTC Co-President at the Mitchell School.

Diane Retzky

Diane has over 20 years of experience in human resources and is responsible for all aspects of HR at New England Development where she has worked since 2008. She spearheads the company’s recruitment and retention initiatives and works closely with New England Development’s family of companies, including MarketPlace Development, Nantucket Island Resorts, and Newburyport Development, on their human resources needs.

Diane received a B.S. degree from the University of Massachusetts, Amherst and her M.B.A. from Babson College.

Diane is a member of Society for Human Resource Management and a member of CREW Boston, New England’s leading network of professional women working in commercial real estate. 2021 will mark her seventh year on the Council Board.

Alrie McNiff Daniels

Alrie has more than two decades of nonprofit experience. Currently director of communications and stakeholder engagement at Point32Health Foundation, she previously worked at FSG, a mission-driven consulting firm; the American Cancer Society; and as a strategic communications consultant. A certified Reframing Aging facilitator, Alrie works locally, regionally and nationally to help organizations communicate more effectively on aging, ageism and issues important to older people.

Alrie's community and volunteer service includes fundraising for established nonprofit organizations, board roles on neighborhood associations, pro bono support for emerging nonprofits and numerous roles at her children’s schools. She also served on the Board of Directors of the Library Foundation of Needham.

A native New Yorker, Alrie lived in Washington, DC; Alameda, CA; Chapel Hill, NC; Natick, MA; and Falls Church, VA, during her husband’s Coast Guard career. They moved to Needham in 2003.

Andrew McCollum

Andrew is a Partner and Managing Director at Greenwich Associates, the global research-based consultancy. Andrew oversees the firm’s global Investment Management practice and is responsible for managing relationships with leading asset managers and investment consultants.

With over 20 years of consulting to the asset management industry, Andrew has experience advising clients on a variety of distribution, marketing and product issues. He has recently led advisory engagements on global growth assessments, entering the institutional market, brand equity analyses, product positioning and messaging, thought leadership program design and execution, and private equity fundraising. He has also authored studies on opportunities and threats in the Outsourced CIO market, trends in the ETF marketplace and developments in the defined contribution market. In addition, Andrew oversees the Firm’s work with institutional investors in North America and the subscription-based information service, Greenwich ACCESS™ for Asset Managers. He frequently delivers keynote presentations at industry conferences and is quoted in mainstream and industry publications.

Before joining the Firm in 2009, Andrew was a Managing Director at Chatham Partners and was responsible for managing the company’s research and consulting relationships with asset managers and defined contribution record-keepers. Prior to that, he worked in the Financial Services and Corporate Strategy Practices at CEB (Corporate Executive Board) advising firms on strategy development, strategic planning, M&A, and competitive intelligence, among other topics.

Andrew received his BA in Political Science from Cornell University and his MBA from the Kellogg School at Northwestern University. Andrew lives in Needham, Massachusetts with his wife and two daughters.

Jonathan Kappel

Jonathan is the Executive Director of Principal Gifts for Clark University.

Previous to working at Clark, Jonathan worked as a fundraising professional at the Anti-Defamation League, American Jewish Committee and Clark University where he has returned after 10 years. Jonathan received the Senn-Greenberg award for excellence in staff leadership from the Anti-Defamation League.

Jonathan and his wife, Carol, co-created the Ultimate Pink Drink fundraiser benefiting breast cancer research. He is also a past board member of the Needham Educational Foundation (NEF).

Lynn-Gotwals

Lynn Gotwals has been a Needham resident for 23 years. She and her husband raised their two daughters here.

Lynn is a teacher at the Mitchell School in Needham. Previously, she worked in project management for several nonprofit and for-profit organizations.

Lynn's previous volunteer work includes serving on the boards of the Needham Education Foundation, Needham Steps Up and the Outreach Committee at the Congregational Church of Needham. She began working with the Community Council as a Team Captain for the Ride for Food, an annual ride to benefit food pantries in the area.

Lynn has a B.A. from Smith College and a M.Ed. from Lesley University.

Linda Farley

Secretary

Linda grew up in Needham; in 2000, she and her husband, Brian returned to Needham.

Linda has been active in Needham organizations including Newcomers, Parent Talk, and Needham Pool & Racquet Club. She’s also been involved in various school and youth sports activities through her 3 children who graduated from Needham High School.

Linda has been an HR professional for 30+ years including roles in high tech, consulting and healthcare; in 2018 Linda joined Needham Bank to lead its HR and Learning and Development team.

In addition to volunteering on the Board of the Needham Community Council, Linda serves on the Board of the Greater New England/National Multiple Sclerosis Society and participates on the Bike MS-Ride the Vineyard Committee and the Diversity, Equity & Inclusion Committee.

Diane DerMarderosian

Diane was born and raised in Needham.

Diane graduated from Amherst College and then attended the Mount Sinai School of Medicine where she was selected to be part of the Humanities and Medicine Program. She completed her residency training in pediatrics at Brown University where she is the Pediatric Director of the Hasbro Partial Hospital Program, an integrated, family-based day program for children with complex medical and psychological issues. She is also an Associate Clinical Professor of Pediatrics at the Alpert Medical School of Brown University.

Previously, Diane served as the Medical Director of the Hasbro Children’s Hospital Eating Disorders Program and worked for many years as a primary care pediatrician at a health center in Roxbury.

Diane serves on the Patient and Family Centered Care Steering Committee at Hasbro, the Medical Advisory Board for Reach Out and Read RI, and the Patient and Family Centered Care Advisory Council at BID-Needham.

Diane lives in Needham with her husband, Peter, and sons PJ and Armen.

Priscilla Dasse

Priscilla has donated her time by volunteering at the Needham Community Council thrift shop and food pantry since 2012.

Priscilla received a Bachelor of Science in Nursing, R.N from Boston College, and her Masters in Public Health from Boston University.

Some accomplishments in Priscilla's career include working as: a U.S. Navy Lieutenant (1969-1972); a nurse epidemiologist at Boston City Hospital (1972-1974); an Associate Director at Beth Israel Hospital in Boston (1974-1991); a Trustee at Deaconess Glover Hospital ( 1991-1998), Senior Vice President at CRICO/Risk Management Foundation, Harvard Medical Institutions (1998-2001); Senior Faculty Investigator at the Institute of Health Policy, Partners and Massachusetts General Hospital (2002); Senior Vice President, Performance Improvement and Chief Quality Officer at Cambridge Health Alliance (2002-2012); and a consultant in patient safety at Partners Healthcare System (2012-2014).

2021 will mark Priscilla’s eighth year on the Board of the Needham Community Council.

Margie Margolis

Past-President

Margie and her husband Jerry have lived in Needham since 1971 where they raised their children and enjoy their 4 grandchildren.

Margie has been a Town Meeting Member since 1970, and also served for four years on the Needham Education Foundation. She served on the Future School Needs Committee for sixteen years.

Margie taught first grade for twenty-three years at Hillside School. There she helped coordinate teachers and students with collecting food and goods that were delivered to the Council Food Pantry on a monthly basis. “When I retired, I was eager to be a part of the Council Board to be a stronger force in the over-all operation and to serve in any way I was needed.”

2021 will mark Margie’s seventh year on the Needham Community Council Board. Until COVID-19 hit, she continued to help schedule food deliveries with the Needham schools, and helped with the “Back to School Project” which usually takes place in August at the Council.

John Frantz

Treasurer

Currently retired, John was previously employed by The Boston Consulting Group. There he provided consulting services to major corporations, held a senior internal financial management position, and led an Investment Committee with oversight responsibility for the firm's U.S. retirement plans.

2022 marks John's seventh year on the Needham Community Council Board. He is also on the Board of the Charles River School, a preK-8 school in Dover, and New England Justice for Our Neighbors, a non-profit that welcomes and supports immigrants. He is active in service and outreach activities with Carter Memorial United Methodist Church in Needham, and serves as the chair of the church's endowment team, which oversees the church's endowment funds.

Kathleen Berner

Vice President

Kathleen is currently the Marketing Lead for Accenture in Boston & Hartford — a role she has held since May 2019.

Previously, Kathleen was the Senior Director of Services Marketing at Staples. She joined Staples in 2010 and held various leadership roles in marketing–driving stores, staples.com and salesforce performance. Prior to Staples, Kathleen started an in-house agency; managed customer service; and implemented an email program for the Upromise College Savings and Loyalty program. She also supported clients at Digitas in the online education, automotive and wireless industries.

Kathleen and her husband live in Needham with their three children. She has volunteered at The Council since 2016 as co-chair of the Annual Holiday Boutique.

In 2010, Kathleen managed fundraising for City of Hope’s Spirit of Life nominee. She currently serves on several committees for the Needham High School PTC and serves on the board of advisors at Research Institute for Learning & Development in Lexington.

Kathleen is a graduate of Tufts University and holds a master’s degree from the Boston College Carroll School of Management.

Lynn Alberding

President

Lynn joined the Board of the Needham Community Council in 2015. Prior to joining the Board, Lynn participated in the Council’s English Language Learners tutor training program and volunteered as a tutor with that program for several years. She worked as a one-on-one tutor, a leader of group classes, and as a program administrator. Lynn developed and taught several literature-based classes for Advanced English learners as well as a Beginners English class for Russian speakers, and formalized a process for matching students and tutors that resulted in hundreds of successful partnerships.

Lynn is the Director of Alumni Relations and Annual Giving at William James College in Newton, MA. Prior to joining William James College, Lynn was the Director of Development at Wondermore, Inc., also in Newton, MA.

Lynn and her husband, Peter, raised three children who attended Needham Public Schools. From 2010 - 2020, Lynn was active volunteer in the Needham Public Schools, most notably with the Mitchell and Pollard PTCs and with the Needham High School Athletic Boosters and the Friends of Music.

Lynn holds a B.A. in Economics from Wesleyan University, and an M.S. in Accounting and an MBA from Northeastern University.

Robert Dermody

Past President

Robert J. Dermody was born and raised in Needham, MA. After graduating from Needham High School, he attended the University of Massachusetts at Amherst earning a Bachelor of Science degree in Civil Engineering. Robert then pursued a Master of Architecture degree at the University of Illinois at Urbana Champaign.

Robert is very active in the Needham community as a Town Meeting Member, and with the Exchange Club. He also serves on the Design Review Board, and Community Preservation Committee.

Robert is a Professor of Architecture at Roger Williams University in Bristol Rhode Island, and is a licensed architect in Massachusetts. I

n his spare time, Bob is a volunteer docent with Boston By Foot, and a BayWatcher for the Coalition for Buzzards Bay. His grandmother, Frances K. Dermody, was the first Executive Director of the Needham Community Council, a position she held for 25 years.

Community Volunteer Resources

We are in the process of creating a community wide volunteer resource guide that will allow you and your family to find opportunities to help in Needham. Please check back again soon.

Giving Options

Create a Legacy

Donor Advised Funds

Donating Stock

Give Now

Planned Giving

Planned Giving Info

What is Planned Giving?

Types of Legacy Gifts

Tax Information

Donor Advised Funds

Donor Advised Funds

Simplify Your Giving

How it works

Send a gift through your DAF today

Declare a Beneficiary of your DAF

Stock and Fund Transfers

Stock and Fund Transfers

Why a stock or fund transfer?

How to make a transfer

Current Hours

Kalindi-Kango

Susan Mitchell

David-Carter

Joyce McCafferty

Andrea Wasserman

Mary Richman

Diane Retzky

Alrie McNiff Daniels

Andrew McCollum

Jonathan Kappel

Lynn-Gotwals

Linda Farley

Secretary

Diane DerMarderosian

Priscilla Dasse

Margie Margolis

Past-President

John Frantz

Treasurer

Kathleen Berner

Vice President

Lynn Alberding

President

Robert Dermody

Past President

Community Volunteer Resources