Retirement Assets
One of the Simplest Ways to Create a Bentley Legacy
Your retirement assets represent a lifetime of hard work and planning. By naming Bentley as a beneficiary, you can help students turn ambition into opportunity and support an education that prepares them to make an impact in business and beyond. It’s a simple — and tax-wise — way to give and align your values with the future you want to help create.
A gift of retirement assets is convenient, flexible and does not affect your current lifestyle. If your retirement savings exceed your future needs and you want to help sustain excellence at Bentley, naming the university as a beneficiary is worth considering.
If you are age 70½ or older, you may be eligible to make a Qualified Charitable Distribution (QCD) directly from your IRA to Bentley.
Many alumni choose to use their IRA to see their philanthropy at work today — supporting student scholarships, faculty excellence, career readiness programs and the hands-on learning experiences that distinguish a Bentley education.
A QCD may also help satisfy your Required Minimum Distribution (RMD) while potentially reducing taxable income.
For donors who want to make an immediate difference, it’s a straightforward way to invest in the people and ideas shaping Bentley’s future.
One of the most meaningful gifts can also be one of the easiest to arrange.
By naming Bentley as a beneficiary of your IRA, 401(k), 403(b) or other retirement account, you can create a future gift without changing your current financial plans. You retain full control of your assets throughout your lifetime and can update your designation whenever your circumstances or priorities change.
This option will allow you to extend the impact of your success, creating opportunities for future generations of Bentley students.
Your gift can support a specific program, scholarship or area of the university that matters most to you, or it can provide flexible resources that help Bentley meet emerging opportunities and evolving student needs.
Through options such as charitable gift annuities or charitable remainder trusts, you or your loved ones can receive payments for life, while providing future support for Bentley.
If you are seeking both financial security and charitable impact, these gift arrangements can offer a thoughtful way to support what matters most, today and in the years ahead, while helping Bentley prepare students to make an impact in business and beyond.
Your legacy is more than a gift. It is a vote of confidence in Bentley’s future and in the students who will shape the future of good business — and the world.
Start the Conversation
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.
Join the 1917 Society
When you inform Bentley of your plans, you will be invited to join the 1917 Society, a community of alumni and friends whose vision and generosity help strengthen the university and inspire future generations of business leaders.