Planned & Estate Giving

A planned gift offers you the chance to give to Wentworth now or after your lifetime, helping you align your charitable giving with your overall financial and estate plans. Many giving options offer you financial benefits, allowing you to make the greatest impact on our students while maintaining the future security of you and your loved ones.  Below is a selection of giving options for your consideration.

Bequests

  • Specific Bequest: States a specific dollar amount or asset that may be a gift of cash, securities, real estate, or tangible personal property
  • Residual Bequest: Names Wentworth to receive all or a percentage of the remainder of the estate after your specific bequests have been fulfilled
  • Contingent Bequest: Takes effect only if all primary beneficiaries named in the will have predeceased you

Gifts That Pay You Income

Life-income gifts, such as gift annuities and charitable remainder trusts, can provide donors with an income stream, significant tax savings, and the satisfaction of supplying Wentworth with vital long-term resources. You may make a life income gift by irrevocably transferring cash, securities, or other properties to a gift plan.

A Charitable Lead Trust

Transferring property to Wentworth and individuals you wish to benefit is not always an either/or proposition. With careful planning, you may be able to arrange your transfers to accomplish more than one objective. For example, if you have assets that are appreciating, children who may want to start a business in the future, and a desire to assist Wentworth, you may wish to consider creating a charitable lead trust. 

Gifts from Retirement Plans

You may consider using retirement-plan benefits to make a significant gift that will support Wentworth. Because of the estate- and income-tax treatment of retirement-plan benefits, the cost of your gift to your estate and heirs is often relatively small.

Life Insurance

When you first bought a life insurance policy, you likely hoped to ensure the financial stability of your family should something happen to you or your spouse. If your circumstances have changed, you may consider making a gift of your policy to Wentworth.

Resources