Giving Appreciated Assets

Make a gift of publicly traded securities to Bentley University and potentially reduce your income and capital gains taxes while creating lasting impact.

A donation of appreciated stocks, bonds, or mutual funds is a simple, tax-smart way to support Bentley and help shape the future for Falcons for generations to come.

A gift of publicly traded securities may be right for you if:

• You own publicly traded securities that you have held for at least one year
• Some of these securities have increased in value since you acquired them
• You would like to support Bentley University’s mission and students in a meaningful way

How it works

You transfer shares of one or more publicly traded securities — such as stock, bonds or mutual funds — to Bentley University.

The three most common ways to give are:

• An outright gift, providing immediate support for scholarships, academic programs, or areas of greatest need
• A life-income gift, which allows you to make a gift to Bentley while receiving payments for life
• A beneficiary designation, allows you to retain control of your assets during your lifetime while making a future gift to Bentley.

These gifts help ensure that Bentley remains a dynamic, forward-looking university — preparing students to lead with integrity, innovation, and purpose.

Your home is often one of your most valuable assets. With a retained life estate, you can make a gift of your home to Bentley University now — while continuing to live in and enjoy the property for the rest of your life.

This option allows you to make a significant gift to Bentley, receive immediate tax benefits, and maintain your current lifestyle.

A retained life estate may be right for you if:

• You want to continue living in your home for the rest of your life
• You itemize deductions and would like to reduce income taxes now
• You want your gift to support Bentley’s students and programs in a meaningful way

Real estate — such as your home, vacation property, or other real property — can be a powerful way to support Bentley University through your estate plan. By including real estate in your will or trust, you can make a meaningful future gift while retaining full ownership and use of the property during your lifetime.

A gift of real estate allows you to align your long-term plans with your values, ensuring that your legacy supports future generations of Bentley students and the areas of the university that matter most to you.

Why Consider a Gift of Real Estate

• Maintain control during your lifetime
  Continue to own, use, or sell your property as your needs change
   
• Make a significant future gift
  Use a valuable asset to create lasting impact at Bentley
   
• Support your priorities
  Direct your gift to scholarships, academic programs, or areas of greatest need
   
• Simplify your estate
  Reduce the complexity of managing or transferring real property to heirs

A Real Estate Gift May Be Right for You If:

• You own property you do not intend to pass on to family or other heirs
• You want to include a meaningful gift to Bentley University in your estate plans
• You are looking for ways to simplify your estate or reduce potential tax burdens
• You want your legacy to reflect your connection to Bentley and support future generations