Giving Appreciated Assets

A gift of securities can have an immediate impact on Bentley's ability to prepare graduates who thrive in a rapidly changing world. 

Your support can strengthen scholarships, fuel experiential learning opportunities, advance faculty innovation, and ensure students receive the distinctive business education that has defined Bentley for generations. 

Is This Gift Right for You?

You may wish to consider a gift of securities if you: 

• Own stocks, bonds, or mutual funds that have increased substantially in value. 
• Are looking for a tax-efficient way to make a charitable gift. 
• Want to invest in the future of Bentley students and the university's continued excellence. 

Your Impact 

A gift of securities can support Bentley today or help build a legacy for tomorrow through: 

• An outright gift that makes an immediate difference. 
• A life-income gift that provides payments to you while supporting Bentley's future. 
• A beneficiary designation that creates a future gift while allowing you to maintain control of your assets. 

Every gift helps Bentley continue setting the standard for educating business leaders who understand that success is measured not only by achievement, but by positive impact. 

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

Create Lasting Opportunity Through Real Estate 

Real estate can be a powerful way to leave a lasting legacy at Bentley. Whether it is a primary residence, vacation home, undeveloped land, or other property, a future gift of real estate can help ensure that generations of students have access to the same life-changing opportunities that define the Bentley experience. 

Why Alumni and Friends Choose to Give Real Estate 

Extend Your Impact 
Transform a significant asset into enduring support for Bentley's students, faculty, and programs. 

Support What Matters Most 
Direct your gift to scholarships, academic excellence, student success initiatives, or Bentley's highest priorities. 

Retain Flexibility 
Maintain ownership and control of your property during your lifetime through a gift in your will or trust. 

Create a Meaningful Legacy through a Retained Life Estate 
Leave a gift that reflects your values and your belief in Bentley's mission. 

Your home may represent years of memories, hard work, and achievement. A retained life estate allows you to make a future gift of your home to Bentley while continuing to live in and enjoy the property for the rest of your life. 

For alumni and friends who want to make a significant commitment to Bentley's future, a retained life estate can transform a valuable asset into student opportunity while preserving the lifestyle you enjoy today. 

Your future gift will help Bentley continue providing students with the education, mentorship, and real-world experiences that prepare them to lead in business and beyond.