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Investing in a Gift Annuity
This article originally appeared in the Bentley Magazine.
Financial planning is critical, no matter when you graduated. Many people conduct an annual review of their financial affairs, and this year, investment market conditions and other economic factors make it especially important to explore all financial planning options. Bentley has much to offer.
We understand that many considerations go into planning for a charitable gift: what to give, when to give, how to give, and how much to give. The Office of Gift Planning can provide information and suggestions for making the most of your charitable dollars, while helping your alma mater continue its tradition of excellence.
A Case in Point
Beryl (Hardacker) Bunker ’58, a former senior vice president at John Hancock and longtime advocate for women’s education, has also led by example as a philanthropist.
“I will always be deeply grateful to the organizations that helped me achieve the success I have enjoyed in my life,” she says. “Charitable gift annuities allow me to fulfill my commitment to philanthropy in a responsible and gratifying manner. A gift annuity supports the academic goals of the university, and provides me with tax deductions and consistent cash flow. I encourage other alumni to use them.”
President Larson, along with guest experts, joined Bloomberg’s Carol Massar and Cory Johnson, to talk about how college and universities are preparing graduates to navigate diverse environments.