Your estate plan is one of the most important decisions you will ever make.
Your estate plan is an essential part of your financial security. Prudent decisions about the allocation of your assets, during your lifetime and at death, can have an extraordinary impact on your future and the future of your heirs and those organizations you wish to honor with a philanthropic legacy.
Philanthropic financial and estate planning offers a meaningful way to include a portion of your estate to benefit Babson, while providing yourself or your heirs with possible income as well as significant capital gains and estate tax benefits. A planned gift can enable you to make a larger impact on Babson than you ever thought possible.
We’re here to help.
The Office of Gift Planning at Babson was established in 1999 as a resource to our alumni, parents, and friends who wish to leverage their philanthropic dollars for the maximum possible benefit. Babson offers many unique strategies to help ensure the greatest impact of your charitable dollars. Each philanthropic vehicle provides specific income and tax benefits, and all provide the opportunity to leave a lasting legacy for generations to come.
Please explore our Web site to learn more about how you can help Babson through a gift from your estate plan. When you make a planned gift you will become a member of the Roger and Grace Babson Legacy Society. Do not hesitate to contact us at anytime to discuss a specific gift option or for more information.
*Note: The information on this site is not intended as legal, tax, or investment advice. For such advice, please consult an attorney, tax professional, or investment professional.