Planned Giving

GIFTS OF BEQUESTS, STOCK OR SECURITIES, OR PLANNED GIVING
Community Resource Initiative (CRI) is grateful for bequests via wills, stocks and securities, and planned giving arrangements. We encourage you to discuss your giving options with your lawyer or other financial representative to determine how you can provide for the future growth of CRI while maximizing your tax benefits.

Your financial planner may suggest a variety of ways for you to make a charitable contribution to Community Resource Initiative:

Charitable contributions may include:

Annual annuities

Security and stock gifts

Estate planning and bequests

Retirement plans

Life insurance

Real estate

And gifts that return income to you or a loved one.

Contact Elizabeth Fitzsimons, Director of Communications and Development at efitzsimons@crihealth.org or 617.502.1710 with any questions you may have.