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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
  Buy low and give high—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 programs at 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 life insurance policy   Increase your ability to make a significant gift to Babson College
         
For more information, contact Julie Snow, director of Leadership Giving and Planning, at 781-239-4800.