PLANNED GIVING

You, your financial advisors and Lesley staff can work together to develop an advantageous way for you to meet your individual financial goals -- and make a gift to Lesley.

Your benefits of a planned gift may include:

• Income to you and/or another for life
• Tax efficient asset transfer to family members
• Income tax savings
• Reduced estate and gift taxes
• Elimination or substantial reduction in capital gains tax
• Support for Lesley students
• Membership in the Edith Lesley Wolfard Society

Planned Giving provides opportunities for you to choose the best assets with which to make a gift.

Planned Giving expands possibilities using charitable gift vehicles that you can integrate into personal financial and estate planning.

Since no two planned gifts are exactly alike, assets that may be used for a planned gift include, but are not limited to:

• Cash
• Life Insurance
• Real Estate
• Retirement Plans including IRA, Keogh, 401 (k), 403 (a), and 403 (b)
• Stock

Please contact the Development Office, at 617-349-8628, for more information.