Your support ensures that the Athenaeum can be at the forefront of dynamic programming and the collecting and preserving historic works. Equally as important, your gifts ensure the community can continue to go and thrive. Share what matters.

One time or recurring gifts

• Credit or debit card on our online giving form or by phone at (617) 720-7680.
• Electronic funds transfer coordinated by contacting the Development Office.
• Check made out to the Boston Athenaeum and mailed to the address below. Postage-paid envelopes are available upon request.

Attn: Development Office
Boston Athenaeum
10½ Beacon Street
Boston, MA 02108

Gifts of securities

Gifts of appreciated stocks, bonds, and other securities provide vital and much-appreciated
support to the Boston Athenaeum. They can also be a very tax-efficient way of contributing this
support.

Delivery instructions:
To make a gift of securities to the Boston Athenaeum, please contact your financial institution to
request that the securities be transferred directly to the Boston Athenaeum’s brokerage
account:

Deliver to: SEI Private Trust Company
DTC: 2663 (Clearing through Catalyst Financial Partners LLC)
Account Name: Boston Athenaeum General Fund-Main
Account Number: 1520976
Reference: Donor Name, Gift Designation, Year

Please notify the Development Office of your plan to make a gift by
emailing Development@BostonAthenaeum.Org or calling 617-720-7680.

As each taxpayer’s situation is unique, you should discuss the tax consequences of any gift with
your tax adviser.

Individual Retirement Accounts (IRA)

Individuals set up individual Retirement Accounts (IRA) to provide them with income during retirement. To learn more about the benefits of using your IRA to contribute to the Athenaeum, please consult your financial advisor.

Employer Matching Gifts

Many employers will double your contributions to the Athenaeum by matching dollar for dollar. To set up a matching gift, please contact your company’s Personnel, Human Resources, or Community Relations Department. If you have already sent in your gift, you may submit your matching gift form at any time during the fiscal year.

Collections gifts

Gifts of personal property, including works of art, rare books, and other items of demonstrable value, may be accepted. Please contact us to be sure we can direct you to the most appropriate member of our Special Collections staff.

Estate Gifts

Planned gifts, such as bequests, charitable gift annuities, and charitable trusts are excellent ways to ensure your generosity has an impact for years to come. To learn more about including the Athenaeum in your financial and estate plans, please visit our planned giving page

Memorial and Tribute Gifts

Memorial and tribute gifts are powerful ways to honor or remember someone special. To make a memorial or tribute gift, attach a note with their name or follow the instructions on our online giving form.

To direct family and friends to make gifts in memory of a loved one who has recently passed, we suggest including the following language in an obituary or other tribute:

In lieu of flowers, gifts may be made to the Boston Athenaeum’s Annual Fund in memory of {name}. Checks may be mailed to the Boston Athenaeum, 10½ Beacon Street, Boston, MA 02108 or https://community.bostonathenaeum.org/s/donate

The Proprietors of the Boston Athenaeum is a tax-exempt organization as described by IRS code 501(c)(3). Our tax identification number is 04-2104852.

All gifts are tax-deductible to the fullest extent of the law.