Estate & Planned Giving
Create lasting impact for future generations of patients and families by including the Catalytic Impact Foundation in your estate or financial plans.
Estate and planned gifts help sustain CIF’s regenerative funding model for years to come. By including Catalytic Impact Foundation in your estate, retirement, or financial plans, you can help advance breakthrough healthcare innovations for patients with urgent unmet needs.
There are several ways to plan your gift. We encourage you to consult your legal, tax, or financial advisor to determine the best option for your circumstances.
Appreciated Assets
Stocks, securities, and other assets
IRA Charitable Donation
Give directly from your IRA
Will or Trust
Include CIF in your estate plans
Beneficiary Designation
Name CIF as a beneficiary
Give Appreciated Assets
CIF accepts gifts of stock and other securities. Donating appreciated securities can support early-stage healthcare innovation while offering potential tax benefits. Please consult your tax advisor about your specific situation.
To transfer securities to CIF, provide your broker with the following information:
CIF Federal Tax ID: 47-5334467
Name: Catalytic Impact Foundation
Broker: Fidelity
Account: Z07898550
DTC Account: 0226
For Fidelity guidance, view instructions on how to gift shares into or out of Fidelity.
To help CIF identify and acknowledge your gift, download and complete the Stock Transfer Information form, then submit it using the instructions at the bottom of this page.
Make an IRA Charitable Gift
Transfer funds directly from your IRA to CIF through a Qualified Charitable Distribution. This tax-free gift can fuel breakthrough healthcare innovation and may count toward your Required Minimum Distribution if you are eligible.
Qualified Charitable Distributions may be available to donors age 70½ or older. Donors age 73 or older may count the transfer toward their annual Required Minimum Distribution. Consult your tax advisor or IRA custodian about your specific situation.
To make an IRA charitable gift, provide your custodian with the following information:
Catalytic Impact Foundation
Tax ID: 47-5334467
PO Box 58
Hingham, MA 02043
To help CIF identify and acknowledge your gift, download and complete the IRA Gift Form, then submit it using the instructions at the bottom of this page.
Include CIF in Your Will or Trust
Name CIF in your will or trust to create lasting impact for future generations of patients and families. You can designate a specific asset, dollar amount, or percentage of your estate.
A gift through your will or trust helps sustain CIF’s regenerative funding model and expands access to transformative healthcare solutions for years to come. Consult your legal or financial advisor about your specific situation.
Use the following information when naming CIF in your will or trust:
Legal Name: Catalytic Impact Foundation
Address: PO Box 58, Hingham, MA 02043
Federal Tax ID: 47-5334467
To help CIF document your intentions and acknowledge your generosity, download and complete the Tell Us About Your Gift Form, then submit it using the instructions at the bottom of this page.
Name CIF as a full or partial beneficiary of your life insurance policy, IRA, 401(k), pension, or other qualified retirement plan. This simple designation can create lasting impact while preserving flexibility during your lifetime.
To make a beneficiary gift, contact your plan administrator and request a beneficiary designation form. Use the following information:
Name CIF as a Beneficiary
Legal Name: Catalytic Impact Foundation
Federal Tax ID: 47-5334467
To help CIF document your intentions and acknowledge your generosity, download and complete the Tell Us About Your Gift Form, then submit it using the instructions at the bottom of this page.
Submit Your Form
After completing the appropriate form, submit it to CIF by email or mail so we can identify, process, and acknowledge your gift.
Email: giving@cifimpact.org
Mailing address: Catalytic Impact Foundation, PO Box 58, Hingham, MA 02043
We’re Here to Help
Questions about giving appreciated assets, making an IRA charitable gift, including CIF in your will or trust, or naming CIF as a beneficiary? Contact our team.
Email: giving@cifimpact.org
Phone: (781) 264-3588