Resources for advisors
Thank you for the profound difference you make in the lives of cancer patients and their families. The important work that you undertake on behalf of your clients and our donors impacts patients here at Dana-Farber Cancer Institute and around the world. Your thoughtful planning and guidance enables our physician-scientists to forge ahead with revolutionary research and unrivaled patient care.
We understand that planned gifts can be an important part of your clients’ overall financial and estate plans, particularly now during the COVID-19 pandemic, and we are committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to arrange the best gift possible.
As a vital partner in our work, we encourage you to use these tools as you help your clients with their charitable plans. Please feel free to contact us for more information or assistance.
Kathleen E. Sullivan
Associate Director of Planned Giving
Tools for professional advisors
Legal name: Dana-Farber Cancer Institute, Inc.
Federal tax ID number: 04-2263040
Located in: 450 Brookline Ave, Boston, MA 02215
The following language can be added to a will or estate plan to create a bequest gift:
"I bequeath (a specific dollar amount/____percentage or the entire residue of my estate) to Dana-Farber Cancer Institute, Inc. 450 Brookline Avenue, Boston, Massachusetts 02215 (for cancer research and patient care, or for a specific purpose important to you)."
Partner with us
We very much appreciate your ongoing work; please remember to notify us if your client includes Dana-Farber or the Jimmy Fund in their estate plans so that we can welcome them into our Dana-Farber Society. We also encourage you to contact us with any feedback about how we can improve our partnership.
FREE Estate Planning Guide
Create a secure future for you and your loved ones with our Personal Estate Planning Kit.Download My FREE Kit