Giving Appreciated Assets

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 and innovation.

Ways to make a gift of securities:

• Outright gift: make an immediate impact.
• Life-income gift: receive payments while supporting Bentley’s future.
• Beneficiary designation: create a future gift while, during your lifetime, maintaining 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 the positive impact they make.

Whether you own a primary residence, vacation home, undeveloped land or other property, a future gift of real estate can help sustain life-changing opportunities for future Bentley students.

Real Estate Gifts can:

• 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.
• Maintain flexibility: keep ownership and control of your property during your lifetime through a gift in your will or trust.

Retained Life Estate

Your home represents years of memories, hard work and achievement. A retained life estate gift 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.