If you are advising a client who is considering a planned gift or bequest to the Boston Athenæum, we welcome the opportunity to work with you in helping your client. Please use the below resources and tools and feel free to contact us any time for further information or assistance on a confidential basis.

Here is some basic information about our organization:

Legal Name

All charitable gifts should be directed to “Proprietors of the Boston Athenæum, 10 ½ Beacon Street, Boston, MA 02110, a Massachusetts 501(c)(3) tax-exempt, charitable organization, or its successor, Federal Tax Identification Number: 04-2104852.”

Tax I.D. Number

Proprietors of the Boston Athenæum's Tax ID number is 04-2104852.

Consistent with safeguarding its own interests, the Boston Athenæum tries to make arranging a gift for the organization’s benefit as easy as possible, and we strive to honor the intentions of all our donors. Accordingly, we hope the following will prove helpful:

Gifts of Appreciated Securities 

Gifts of appreciated securities, stocks, and bonds can be made through our representatives at Catalyst Financial Partners LLC. Please notify our contact, listed below, of the type and number of stock or securities that you wish to give, as well as how the funds should be directed.

Michelle A. Zancanaro
Senior Director
Catalyst Financial Partners LLC
200 Clarendon Street, 25th Floor
Boston, MA 02116
T 617.239.8104
Michelle@catalystfp.com
Catalystfp.com
 

If one of your clients arranges an estate gift for the benefit of the Athenæum, we would very much appreciate knowing about the gift, both so we can express our sincere gratitude and – as noted above – so we can make sure we will be able to fulfill the donor’s wishes.

Of course, we respect the fact that in some cases donors prefer to remain anonymous. If you are willing to serve as an intermediary, a client of yours can share information about his or her plans without divulging his or her identity.

  • To notify the Boston Athenæum that an estate gift has been arranged for its benefit, please fill out our online form or print and mail this form to:
    10 ½ Beacon Street, Boston, MA 02110  

Finally, we want to be of assistance to you in any way we can, whether you are looking for general information about charitable giving, considering options on behalf of a client, or needing our cooperation in the administration of a bequest or other type of planned gift.

  • Contact us to discuss a potential—or hypothetical—gift situation or to request a gift illustration.

Thank you for the work you do on behalf of our donors!