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.
Give Appreciated Assets
If you own stock or other securities that have appreciated in value, you may wish to use those assets for your charitable giving. Catalytic Impact Foundation accepts gifts of stock and other securities.
For securities you have owned for more than one year, a gift of appreciated securities may offer potential tax benefits, including an income tax deduction based on fair market value and avoidance of capital gains tax on the appreciation. Please consult your tax advisor about your specific situation.
To transfer securities to Catalytic Impact Foundation, please 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 more information on how to gift shares into Fidelity, click here.
Please also notify CIF directly of your donation so we can identify your gift in our brokerage account and acknowledge receipt. Please complete the form below and mail to:
Catalytic Impact Foundation
PO Box 58
Hingham, MA 02043.
Make a Qualified Charitable Distribution from Your IRA
You can transfer funds from your IRA directly to Catalytic Impact Foundation in a tax-free transfer. This is a beneficial way to make an immediate impact by accelerating medical progress.
Here’s how it works:
You must be 70 ½ or older.
If you are 73 or older, the transfer of funds counts towards your annual Required Minimum Distribution from your IRA.
An individual may transfer up to a total of $100,000 per year and a married couple may give up to $200,000.
Your gift is a tax-free transfer if it is transferred directly from the IRA account to Catalytic Impact Foundation.
Please provide the following information to your IRA custodian to ensure that the funds are received by Catalytic Impact Foundation:
Catalytic Impact Foundation
Tax ID #47-5334467
PO Box 58
Hingham, MA 02043
Please notify us of your gift by completing the form below.
Include CIF in Your Will or Trust
One meaningful way to support Catalytic Impact Foundation is to name CIF in your will or trust. You may choose to give a specific asset, dollar amount, or percentage of your estate by making a bequest provision in your will or living trust.
A gift through your will or trust can help create a lasting legacy and support future healthcare breakthroughs for generations to come.
Useful legal information:
Legal Name: Catalytic Impact Foundation
Address: PO Box 58, Hingham, MA 02043
Federal Tax ID: 47-5334467
If you include CIF in your will or trust, we would be grateful if you notify us by submitting the form below or mailing a downloaded copy to CIF.