A planned gift is a gift that, in most cases, will benefit Lasell at some future point in time, help build the College's endowment, and qualify donors for membership in the Heritage Society.
Unlike an outright gift that provides Lasell with full benefit upon receipt (such as a gift to The Lasell Fund), a planned gift defers the College's use of transferred assets until the death of a donor, or until the end of a specified period of time. In return, donors and their families may receive important estate and income tax benefits and, depending upon their gift, an attractive annual income stream for their life or the life of a secondary beneficiary.
Lasell's Development and Alumni Relations Office will help you establish a gift that benefits you and the College. To receive additional information on these options and how they could work with your particular circumstance, please call (617) 243-2223.
Keep in mind that Lasell College is a charitable, educational institution and is not engaged in rendering legal and tax advice. Consultation with your financial advisor on each of these options is recommended.