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