Planned Giving

Planned gifts have an enormous and lasting impact on Boston University School of Public Health. These gifts create a legacy for BU students that lasts for generations. Planned gifts also form part of an overall financial plan that can provide you with significant benefits, including tax advantages.

There are different ways to make a planned gift to the School. Donors may fund a planned gift through:

  • Bequests—Gift in your will or living trust.
  • Charitable Gift Annuities—Gift of cash, stocks, or other assets. In return, you will receive a fixed amount each year.
  • Deferred Gift Annuities—Annuity that will pay you or another individual you designate a fixed annual income beginning at least one year after establishing the gift.
  • Charitable Remainder Trust—Donor receives income each year for the rest of your life from assets given to the created trust. After your lifetime, the balance in the trust goes to your chosen charities.
  • Estate Planning—Plan made naming whom you want to receive possessions you own after your time.
  • Life Insurance Policy—A portion or all of the life insurance policy can be made to Boston University as the beneficiary.

Gifts of Securities

Donors who own appreciated securities (held for over 12 months) can make a gift of securities to SPH. The donor can claim a charitable income-tax deduction for the full value of the stock. In doing so, donors can avoid the associated capital gains tax had they sold the shares. To make a gift of securities, please contact Cindy Gould at 617-353-2512 or gouldc@bu.edu.

The Claflin Society

The Claflin Society honors alumni and friends who have provided for Boston University in their estate plans, or who have established life income gifts with the University.