Planned Giving

"With appreciated securities, planned giving is so easy to do. It is so important to me to be able to support Brandeis and the new Sustaining the Mind: Scientific Research and Scholarships campaign, a cause I am passionate about."
—former National President Leslie Pearlstein

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