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.

Build Your Legacy	Your Goal and Benefits	Gift 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	Charitable Gift Annuities (CGA) Charitable Remainder Trusts Charitable Lead Trusts
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	Use your RMD with a Qualified Charitable Distribution (QCD) Beneficiary Designation fromRetirement Accounts, Life Insurance, Bank Accounts Create a QCD-CGA
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.	Charitable Lead Trusts (CLTs) – used to transfer wealth to loved ones during lifetime, tax efficiently while providing an income stream to Bentley - Testamentary Charitable Remainder Trusts (TCRTs) – used in estate plans to provide income to heirs before leaving a remainder to Bentley Testamentary Charitable Remainder Trusts (TCRTs) – used in estate plans to provide income to heirs before leaving a remainder to Bentley

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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.