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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.

Your Gift Your Goals Your Benefits
Give appreciated stock or bonds held more than one year Afford a larger gift to Babson College and avoid capital gains tax liability Make a gift that costs you less than the benefit it delivers to us, while avoiding capital gains tax
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 Make a gift for the future of Babson College that doesn’t affect your cash flow or portfolio now Today—a gift that costs you and your family nothing; tomorrow—tax benefits
Establish a deferred charitable gift annuity Reduce high tax liability now—gain additional income later A larger deduction and a higher income rate than other life income gifts offer
Use real estate to make your gift to benefit Babson College Tap one of the most valuable assets in your portfolio to make a gift that benefits 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
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 control the timing of passing assets to your children and grandchildren Reduce gift and estate taxes and freeze the taxable value of growing assets before they pass to your family
Contribute a partnership business interest to Babson College Avoid capital gains tax liability on the transfer of a business or partnership interest Avoid capital gains tax liability, receive an income tax deduction and use a gift asset you might have overlooked
Name Babson College as beneficiary of your retirement plan; leave other assets to family Use an overlooked asset that you can easily give to Babson College Eliminate income tax on retirement plan assets; free up other property to pass to your heirs
Make a gift of a paid life insurance policy Turn an unneeded asset into a meaningful gift 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.