For More Information

The Brandeis National Committee welcomes the opportunity to assist you in making a commitment to the future of Brandeis, as well as to your own future. For more information or for a confidential consultation, contact:

Janice Fineman
Executive Director
(781) 736-4179
fineman@brandeis.edu

Planned Giving

woman and two grandchildren 

"The idea that I can help a student receive an education through my support has always appealed to me. That is why I have given so much of my time, my energy, and my money to supporting Brandeis."

Babette Husick, St. Petersburg, Florida
Member of Brandeis National Committee, shown with grandchildren Andrew, Class of 2011, and Carly

Planned gifts provide donors the opportunity to meet both their philanthropic and financial goals. Examples of planned gifts include charitable gift annuities, bequests, deferred annuities, charitable remainder trusts, charitable lead trusts and donor-advised funds.

Charitable Gift Annuity: Guaranteed Payments for Life

Minimum gift: $10,000

Are you looking for a safe investment? When you establish a gift annuity with Brandeis, you:

  • Receive an immediate and significant charitable tax deduction
  • Earn income from the gift at attractive rates for the remainder of your life (and the life of your spouse)
  • Have your name permanently engraved on the Brandeis National Committee Tribute Wall on the Brandeis campus
  • Accomplish your philanthropic goal of supporting Brandeis University, a world-class, nonsectarian university sponsored by the American Jewish community
Your Age Return
65 4.7 percent
70 5.1 percent
75 5.8 percent
80 6.8 percent
85 7.8 percent
90+ 9.0 percent


Creating a Lasting Legacy

The most common and simplest form of planned giving is a bequest. This is a gift that is made through the donor's will and offers several advantages:

  • Donors do not have to part with this money during their lifetime
  • Reduces estate tax by removing assets from the estate
  • Reduces probate costs
  • Saves professional management fees on the estate
  • No minimum amount

Additional Planned Gifts

  • Deferred Annuities
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Donor Advised Funds