Frequently Asked Questions

What is a Donor-Advised Fund?

A donor-advised fund (DAF) acts like a philanthropic savings account. With a DAF, you get both tax benefits and the flexibility to recommend gift amount and frequency to your favorite nonprofits-like the Schwartz Center. Your financial advisor can help you learn how to set up a donor-advised fund.

Why give through a DAF?

Simple: The DAF sponsor handles all record-keeping, disbursements, and tax receipts, while you avoid the cost and complexities of managing a private foundation. And there are no transaction fees, meaning 100% of your gift goes to the Schwartz Center.

Flexible: The timing of your tax deduction can be separate from your charitable decision making.

Benefits: 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.

Legacy: To continue your support after your lifetime, you can name the Schwartz Center as a beneficiary to receive a portion of your DAF. The remaining balance can be managed by your loved ones to continue your legacy of giving.

What information do I need to make a gift through my DAF?

Search for us through your DAF Portal by our Tax ID/EIN: 04-1564655

Organization/Charity Name:
Primary Name: The Schwartz Center for Compassionate Healthcare

Address: PO Box 417597
Boston, MA 02241-7597

Secondary Name: Massachusetts General Brigham*
Secondary Address: 125 Nashua Street, Suite 540,
Boston, MA 02114

* The Schwartz Center is under the same tax ID number as Massachusetts General Brigham. To ensure your gift reaches us, please specify that your gift is intended for the Schwartz Center for Compassionate Healthcare.

Contact Name and Information:
Jessica Moran-MacAleese, Director of Individual Giving
jmacaleese@theschwartzcenter.org
(857) 282-8506

What is The Schwartz Center for Compassionate Healthcare's Tax ID/EIN?

Our Tax ID/EIN is 04-1564655

Please note* The Schwartz Center is under the same tax ID number as Massachusetts General Hospital. To ensure your gift reaches us, please specify that your gift is intended for the Schwartz Center for Compassionate Healthcare.

How do I find the Schwartz Center in my DAF portal?

The Schwartz Center is under the same tax ID number as Massachusetts General Brigham.

Search for Massachusetts General Brigham through your DAF Portal by our Tax ID/EIN: 04-1564655.

When available, manually type “For the Schwartz Center” in a note section or open field.

In some cases, you can find an open field under “Use” and by choosing “Custom” from the drop-down menu. Please add “For the Schwartz Center” in the pop-up window for open text.

What is a designation?

A gift designation allows donors to specify how their donation should be used at the non-profit. You can restrict your giving to a specific fund like the Marjorie Stanzler Fund or the Dr. Beth Lown Innovation Fund. Or you can make an unrestricted gift to the Schwartz Center Annual Fund, which gives us the flexibility to direct your donation to the areas of greatest need and opportunity in support of our mission.