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Planned Giving

Planned gifts provide the resources that create extraordinary opportunities and preserve our future. With many options to choose from and a qualified group of giving advisers to assist you, together we can find the gift plan that helps Babson and benefits you, as well.

Start planning your legacy now.

Goals   Strategy   Benefits
Afford a larger gift to Babson College and avoid capital gains tax liability   Give appreciated stock or bonds
held more than one year
  Make a gift that costs you less than the benefit it delivers to us, while avoiding capital gains tax

Make a gift for the future of   Babson College that doesn’t affect your cash flow or portfolio now

  Put a bequest in your will (cash, specific property, or a share of the estate residue) or a designation in your retirement plan or life insurance policy   Today—a gift that costs you and your family nothing; tomorrow—tax benefits
Reduce high tax liability now—gain additional income later   Establish a deferred charitable gift annuity   A larger deduction and a higher income rate than other life income gifts offer
Tap one of the most valuable assets in your portfolio to make a gift that benefits Babson College   Use real estate to make your gift to benefit Babson College   Avoid capital gains tax, receive an income tax deduction, and have the option of creating income payments for your life with a charitable remainder unitrust
Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren   Create a charitable lead trust that supports Babson College for a fixed period with the principal going to your heirs at the end of the term   Reduce gift and estate taxes and freeze the taxable value of growing assets before they pass to your family
Avoid capital gains tax liability on the transfer of a business or partnership interest   Contribute a partnership business interest to Babson College   Avoid capital gains tax liability, receive an income tax deduction and use a gift asset you might have overlooked
Use an overlooked asset that you can easily give to Babson College   Name Babson College as beneficiary of your retirement plan; leave other assets to family   Eliminate income tax on retirement plan assets; free up other property to pass to your heirs
Turn an unneeded asset into a meaningful gift   Make a gift of a paid life insurance policy   Receive a tax deduction for the value of the policy and assure substantial future funding for Babson College
For more information, contact Sandra Anthoine, associate director of planned and leadership giving, at 781-239-4352.