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Babson Legacy Society

Gift Planning

A planned gift to Babson can allow you to fulfill family financial goals and maximize the impact of your charitable support while ensuring excellence in entrepreneurship education and sustaining Babson for future generations of students.

Please consider one of the several planned giving opportunities that can help you build a lasting legacy at Babson.

IRAs and Charitable Rollovers

You make a charitable gift directly from your IRA account, not declare the distribution as income, and apply the distribution toward your required minimum distribution.

Bequest

You designate Babson as the beneficiary of your asset by will, trust, or other instrument.

Charitable Gift Annuity

You transfer your cash or appreciated property to Babson in exchange for our promise to pay you fixed income (with rates based on your age) for the rest of your life.

Charitable Unitrust

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 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 to fund a charitable remainder trust. When the entire property is sold, you receive cash and income for life.

Bargain Sale

Babson 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.

For more information, email our Office of Gift Planning or call 781-239-4352.