Ways to Give

Opportunities to support Newton-Wellesley Hospital are described below.

• Donor advised funds
• Employer-matched gifts
• Recurring monthly gifts
• Tribute and memorial gifts
• Gifts of stock
• Gifts from an IRA

Donor Advised Funds

Donor Advised Funds are an increasingly popular way to make a charitable gift and can provide you with immediate tax benefits while simplifying your charitable giving.

Contributions are tax-deductible and your investments in a DAF can appreciate tax free. You receive an immediate income tax deduction in the year you contribute to your DAF. Additionally, your DAF will not be subject to estate taxes. With a DAF, you get both tax benefits and the flexibility to recommend gift amount and frequency to your favorite nonprofits like Newton-Wellesley Hospital.

Here are two simple ways you can support NWH through a DAF - you can select the option that best suits your philanthropic and financial goals.

• Make an outright gift by suggesting a grant to Newton-Wellesley.
• Extend your support by making Newton-Wellesley a beneficiary of your account or by designating Newton-Wellesley to receive a portion of the account value upon termination of the fund.

If you include Newton-Wellesley Hospital in your plans, please let us know and use our legal name and federal tax ID.

To get started, contact your fund administrator to request a distribution or beneficiary form, or log into your administrator’s website to suggest a grant. Make sure to enter the amount, frequency, and designation and complete other required steps.

• Legal Name: Newton-Wellesley Hospital
• Address: Newton-Wellesley Hospital Development Office, 2014 Washington Street, Newton MA 02462
• Federal Tax ID Number: 04-2103611
• Contact Information:  617-243-6243  or nwhdev@partners.org

DAF Organizations

Newton-Wellesley Hospital receives gifts from DAF-sponsoring organizations across the country. Links to our donors’ most common DAF portals are here for your convenience.

American Endowment Foundation

American Online Giving Foundation 

Ayco Charitable Foundation

Bank of America Charitable Gift Fund 

BNY Mellon Charitable Gift Fund 

The Boston Foundation

Combined Jewish Philanthropies 

Fidelity Investments® Charitable Gift Fund 

Goldman Sachs Philanthropy Fund 

Jewish Communal Fund 

Morgan Stanley Global Impact Funding Trust

National Philanthropic Trust

The New York Community Trust

Northern Trust Charitable

Renaissance Charitable Foundation

Schwab Charitable Fund™

U.S. Charitable Gift Trust

Vanguard Charitable Endowment Program

Employer Matched Gifts

Did you know that your employer might match your donation? Give any amount to Newton-Wellesley, and it could be doubled!

Consult your company’s human resources department to learn how your workplace matches charitable contributions, and how to apply for these matching funds. Matching gift requirements vary based on your company. Information frequently requested from companies is included below:

• Mailing address: Newton-Wellesley Hospital Development Office 2014 Washington Street, Newton MA 02462
• Federal Tax-ID 04-2103611
• Contact Information: 617-243-6243 or nwhdev@partners.org

Recurring Monthly Gifts

Become a monthly partner of Newton-Wellesley Hospital. Monthly giving is an easy and powerful way for you to have an immediate and ongoing impact. By setting up your monthly gift today, your contributions will go to work right away, helping us meet the most urgent needs of our patients in real time.

You will enable Newton-Wellesley to invest in all that sets us apart, including our extraordinary family of caregivers, state-of-the-art equipment, and life-changing community initiatives. Together, with your partnership, we’ll be there for our neighbors when they need us most.

• Contact Information: 617-243-6243 or nwhdev@partners.org

Tribute and Memorial Gifts

A gift to Newton-Wellesley is a meaningful and enduring gesture to remember a loved one, honor a friend or family member, or thank an outstanding caregiver. If you wish, Newton-Wellesley will convey your warm wishes by mail to the person(s) you choose. Your gift will be used to meet the most urgent needs of the hospital, or you may direct your support to the program or specialty of your choice.

• Checks should be made payable to Newton-Wellesley Hospital and sent to: Newton-Wellesley Hospital Development Office 2014 Washington Street Newton, MA 02462
• Memorial and Tribute gifts can be made online or by calling the Development Office at 617-243-6243 .
  • Please be sure to note the name of the person(s) you are honoring with the name and address of the person(s) you would like us to notify. Giving in lieu of flowers If you would like friends and family to contribute to NWH in lieu of funeral flowers, we hope the following language is helpful.

"In lieu of flowers, donations in memory can be made to Newton-Wellesley Hospital at giving.nwh.org. Checks can be mailed to Newton-Wellesley Hospital, Development Office, 2014 Washington Street, Newton, MA 02462. For more information, please contact the Development Office at  nwhdev@partners.org or call 617-243-6243."

Gifts of Stock

Donating gifts of securities—appreciated stocks, bonds, mutual funds—as well as other property, will benefit Newton-Wellesley Hospital. At the same time, donating gifts of stock can offer you many benefits. As with every gift, your generosity will have a powerful impact.

• Gifts of stock and other securities typically entitle a donor to a federal income tax charitable deduction and capital gains tax savings for securities owned for at least a year. We encourage you to consult your own advisors to discuss your gift plans and tax implications.
• Instructions on making gifts of stocks or securities
• Please contact the Development Office at 617-243-6243 or email nwhdev@partners.org with any questions.

Gifts from an IRA

Did you know you can use your individual retirement account (IRA) to make a difference at Newton-Wellesley? It’s easy and might save you on taxes.

• Also known as a Qualified Charitable Distribution, this is a tax-wise way to support Newton-Wellesley Hospital.
• If you’re at least 70½ years old, you can make a qualified charitable distribution from your IRA to NWH and, for federal tax purposes, exclude those funds from your gross income.

Simply instruct your IRA administrator to directly transfer a gift of up to $100,000. It will count toward your required minimum distribution this year and help make expert, compassionate care close to home possible for every member of our community.

Requirements

• You must be 70½ years or older at the time of the gift
• Your gift must go directly from your traditional IRA or Roth IRA to Newton-Wellesley
• You must complete a QCD (contact your IRA administrator for the necessary forms and procedures)
• A gift cannot exceed $100,000 per taxpayer
• Gifts must be made by December 31 to take advantage this tax year

Here’s how to make a gift with your IRA:

• Inform the institution holding your IRA that you want to make a QCD to Newton-Wellesley Hospital
• Complete the necessary paperwork to request the QCD
• Please direct the institution to mail checks to: Newton-Wellesley Hospital Development Office, 2014 Washington Street, Newton, MA 02462
• Notify Newton-Wellesley and let us know how you want your gift to be used
• Newton-Wellesley Hospital’s Federal Tax ID is 04-2103611

Questions?  Call 617-243-6243 or email  nwhdev@partners.org