A Creative Giving Strategy
A planned gift is a wonderful way to help support Endicott College in its mission and at the same time provides the donor and their family with current income and tax benefits. A planned gift can take many forms to accommodate donor need and intent.
Bequest and Living Trust
A provision in one's will or living trust is a simple yet effective way to support Endicott College. Gifts can include a specific dollar amount, property or a percentage of your estate. The donor retains control of the donated assets during their lifetime.
A gift to Endicott College of retirement assets is typically accomplished by naming the College as a beneficiary of your retirement plan.
Charitable Gift Annuity
Current and deferred gift annuities are an ideal way to enhance your retirement income by donating non-income producing assets to Endicott in exchange for a fixed income for the balance of your life.
Naming Endicott as a beneficiary of a life insurance policy is an effective way to give.
Charitable Remainder and Charitable Lead Trusts
These trusts are an effective way to provide Endicott College with assets or income the donor while receives significant tax benefits and enhanced income streams.
If you would like to meet with a member of our staff to discuss planned giving in complete confidence, please call the Office of Institutional Advancement at (978) 232-2017. We look forward to assisting you.