Planned Giving

Planned gifts can have an enormous and lasting impact on Boston University Academy, creating a legacy for BUA students that lasts for generations.

Planned gifts also form part of an overall financial plan that can provide you with significant benefits. For example, planned gifts can help you maintain control of your assets during your lifetime, take advantage of a number of tax benefits, leave a legacy at Boston University Academy, and possibly even provide income to yourself or others during your or their lifetime. Unlike gifts of cash, planned gifts typically come from assets in your estate, rather than disposable income. Access BU’s free personal estate planning guide, a step-by-step guide to gift options, and other tools to help you explore how a planned gift can work for you.

A common misconception is that planned gifts are only for the very wealthy. In fact, individuals of all levels of wealth can engage in strategic planned giving, creating a lasting legacy for students at BUA.

To learn more about planned giving, and about making Boston University Academy part of your estate planning, please contact Margo Cox, Associate Director of Institutional Advancement. You can also visit BU’s Planned Giving website for more information.

How To Give 

Your gift to Boston University Academy can provide tax benefits and even income. There are many different forms your gift can take depending on your goal, including:

  • Bequest: You designate BUA as the beneficiary (full or partial) of your asset by will, trust or beneficiary designation form. More
  • IRA Rollover: Congress recently enacted a permanent extension of the IRA Charitable Rollover. More
  • Beneficiary Designation Gifts: You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy. More

Other ways to leave a planned gift to BUA, including creating a charitable gift annuity, charitable remainder unitrust, charitable remainder annuity trust, or charitable lead trust, among other options. Read more about options for planned giving on Boston University’s Planned Giving “How to Give” webpage.