An estate gift will provide future support to Babson College while maintaining your ability to update your plans as circumstances change.
A bequest offers the following benefits:
- All assets, including cash, securities, real estate, and tangible personal property, can be transferred to Babson through your estate.
- A bequest is deductible for federal estate tax purposes.
- There is no limit on the amount of estate tax charitable deduction
- A bequest generally is not subject to state inheritance taxes.
Babson can provide specific bequest language to share with your attorney.
Please contact Diana Zais, Vice President of Development, at (781) 239-4382, when you include Babson in your estate plans so we can ensure that your intentions are fulfilled. If you include Babson in your estate plans, you will become a member of the Roger and Grace Babson Legacy Society.
*Note: The information on this site is not intended as legal, "tax" or investment advice. For such advice, please consult an attorney, "tax professional" or investment professional.