Like you, Brandeis grapples with uncertainty, inflation, and navigating the vagaries of the investment markets. Through it all, we count on the steadfast and generous support of donors like you as we adapt and continue to serve our communities in times of need.
We know that you have financial priorities. We hope you’ve found how the joy of charitable giving can help diminish your anxiety as you focus on the needs of others giving you a sense of confidence in your own future.
Did you know that some gifts allow you to continue to help Brandeis and preserve flexibility in case your circumstances change?
Appreciated Securities
A gift of securities held more than a year avoid all capital gains taxes and count at the full fair market value.
Retirement Account
You can designate Brandeis to receive some or all of your retirement account at the end of your lifetime or, if you are age 70½ or older you can give up to $108,000 (maximum in 2025) from your IRA with no income tax on the withdrawal.
A Gift in Your Will
Retain control of assets during your life while preserving flexibility in case your circumstances change.
Life Income Gift
Charitable gift annuities and remainder trusts pay you income for life, offer tax savings, and create a future gift.
Life Insurance
Donate paid-up policies no longer needed or add Brandeis as a percentage beneficiary.
During these times it is more important than ever to remember that by helping others we can help ourselves. To learn more about making an inflation friendly gift, please contact:
Joel Carlton-Gysan
Executive Director, Planned Giving
781-736-7719
jcarltongysan@brandeis.edu