Donation of Securities:

If you wish to donate stock, please contact your bank or broker to initiate a transaction. Please inform us of any donation of stock in order to avoid unidentified gifts. For information on how to direct shares to Compass’s account, please contact Catherine Glazzard at (617) 790-0810 ext. 1019 or by email.

Gift Planning:

Make a gift that leaves a lasting personal legacy of support for families to build savings and financial capabilities as a pathway to greater economic opportunity, while also providing income and tax benefits to you and your family. Whether you are considering an estate or planned gift to Compass, we can work with you, your family, and your advisers to help you create a plan that meets both your financial and charitable goals. Please contact Catherine Glazzard at 617-790-0810 ext. 1019 or by email for more information.