Wealth Transfer Giving

A charitable lead trust (CLT) allows you to support Bentley today while preserving assets for the people who matter most to you.

During the trust term, Bentley receives annual support that can strengthen scholarships, enhance the student experience and advance the university’s highest priorities. At the end of the term, the remaining assets pass to the beneficiaries you choose. For families with significant assets, this approach can bring generosity, wealth transfer, and Bentley impact into one thoughtful plan.

Why Consider a Charitable Lead Trust?

• You want to support Bentley during your lifetime
• You are experiencing a liquidity event and would like to explore charitable and tax-planning opportunities
• You hope to provide for children, grandchildren or other loved ones as part of your estate plan
• You want to align your family goals with your philanthropic values
• You would like your success to create opportunities for both your family and future Bentley students

How a Charitable Lead Trust Works

• You transfer assets, such as cash, securities or real estate, into a trust.
• The trust provides annual support to Bentley for a set period of time.
• You may direct those payments to the areas of Bentley that matter most to you.
• At the end of the trust term, the remaining assets pass to your designated beneficiaries.

A charitable lead trust offers a unique way to support Bentley students today while creating a thoughtful plan for your family’s future.

Caring for Loved Ones While Creating a Lasting Bentley Legacy

A testamentary charitable remainder trust is created through your estate plan and takes effect after your lifetime. This tax-smart gift allows you to provide income for family members or other loved ones before the remaining assets become a future gift to Bentley.

Why Choose a Testamentary Charitable Remainder Trust?

• You want to provide income for loved ones after your lifetime
• You would like to coordinate charitable giving with your broader estate plan
• You hope to create a future gift that reflects your Bentley connection
• You want estate assets to benefit both family and charitable purposes
• You value a legacy rooted in education, opportunity and purpose

How the Trust Works

• Assets from your estate fund the trust after your lifetime.
• The trust provides payments to the beneficiaries you name for life or a period of years.
• When the trust ends, the remaining assets support Bentley and the priorities you choose.

Funding the Trust

A testamentary charitable remainder trust may be funded with retirement plan assets, appreciated securities, real estate, closely held business interests or other significant estate assets.

Some donors consider retirement assets because they may have different tax implications for individual heirs than for charitable organizations. As with any estate planning strategy, consult your legal, tax and financial advisors to determine whether this approach aligns with your goals.