Gift Planning
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Build Your Legacy

Explore dynamic ways to give that offer you lifelong income, smart tax benefits and the chance to leave a meaningful mark for generations to come. Our team is here to help you meet your philanthropic goals. 

ResourceYour Goal and BenefitsGift Type
Giving Appreciated Assets
  • Make a gift of appreciated assets to alleviate capital gains and make a lasting impact at Bentley
  • Public Stocks, bonds, real estate, cryptocurrency, securities, business interest, and mutual funds.
Gifts That Generate Income
  • Income for you or a loved one, tax savings and a future gift to Bentley 
  • Use appreciated assets to alleviate capital gains
Gift In Will
  • Maintain ownership of your assets during your lifetime while making a future impact on Bentley.
  • Name Bentley in your estate plans by designation of an amount, percentage or share of the residue in your will.
Retirement Gifts
  • Easiest way to name Bentley as a beneficiary and avoid leaving your family a taxable gift.
  • Decrease your RMD with gifts from your retirement account using a QCD
Transfer of Wealth Gifts
  • Transfer of Wealth Gifts allows donors to support their loved ones and Bentley at the same time by using smart estate and trust‑based strategies. 

Want to learn more?

Make a Legacy Gift

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We’re here to help — please don’t hesitate to call us at 781-891-2475 to speak with a member of the Gift Planning Team.