charitable planning

Charitable institutions are volunteer organizations established for philanthropic, patriotic, educational, humane, scientific, public health, environmental, civic, or other charitable purposes. Charitable institutions may play a significant role in estate planning and administration.

Charitable organizations are defined by state laws and requirements for federal tax relief set forth by the IRS.

This site lists providers to help with estate planning and administration. Included are:

  • general listings: names, addresses and phone numbers
  • featured advertisers and referrals
  • featured advertisers and referrals that have passed our 15-point checklist (learn more)

Unless specifically noted, the products, services, listings, and advertisers on this site are not endorsed by Unity Boston.

Begin by entering the zip code for the desired location of a charitable institution.


enter zip code