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Planned Giving Options

Consider one of the many planned giving options below that Babson offers.
 

Bequest

You designate our organization as the beneficiary of your asset by will, trust, or other instrument.

Charitable Gift Annuity

You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed income (with rates based on your age) for the rest of your life.

Charitable Unitrust

You transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with income for life or a term of years.

Charitable Annuity Trust

You transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.

Charitable Lead Trust

You transfer your cash or property to fund a lead trust that makes gifts to Babson College for a number of years. You receive a charitable deduction for the gift. Your family receives the remainder at substantial tax savings.

Sale and Unitrust

If you give a portion of your property to Babson College to fund a charitable remainder trust, when the entire property sells you receive cash and income for life.

Bargain Sale

Babson College purchases your property for less than fair market value. You receive the cash and a charitable deduction for the difference between the market value and purchase price.

IRA Rollover

On January 1, 2013, Congress passed legislation to avert the fiscal cliff. The law includes several important provisions that will allow you to support the causes you believe in using your Individual Retirement Account (IRA).
 
For more information, contact Julie Snow, director of Leadership Giving and Planning, at 781-239-4800.