For Advisors

Bentley’s Office of Gift Planning provides complimentary, confidential information and assistance to advisors and donors. We would be pleased to assist you in any way we can, whether you are simply looking for general information about charitable giving, considering options on behalf of a particular client, or need our assistance in the administration of a bequest or other type of planned gift. 

If you are advising a client who is considering a gift to Bentley, you may find the information on this page to be helpful. For further information, to discuss a potential gift situation, or to request a gift illustration, please feel free to contact us at any time.

Legal Name

Bentley’s legal name is “Bentley University,” and we are best described for legal purposes as “a Massachusetts educational corporation with a usual place of business at 175 Forest Street, Waltham, Middlesex County, Massachusetts.”

Tax ID Number

Bentley University's Tax ID number is 04-1081650.

Suggested bequest language »

If your client wishes his or her gift to be used in a certain way, please contact us to find out whether Bentley can use the gift in the manner desired.

Securities transfer instructions »

The instructions at the above link should be used only for outright gifts to Bentley. If securities will be used to create an income-producing gift, such as a charitable gift annuity or charitable remainder trust, please contact us for transfer instructions.

Endowment information

Bentley’s endowment is designed to provide permanent, ongoing annual support to the university. Your client may be interested in supplementing the endowment with a current or future gift. Gifts may be made generally to the endowment, may be added to an existing endowed fund, or may create a new endowed fund for a specified purpose, such as for scholarship support. Read the fiscal year 2017 endowment report and contact us to learn more.  

Notifying Bentley of your client’s gift plans

If your client arranges an estate gift for the benefit of Bentley, we would appreciate knowing so that we can express our sincere gratitude to him or her and extend an invitation to join The 1917 Legacy Society in recognition of his or her intentions. Membership may be anonymous, meaning although your client’s name would be known to our staff, it would not be included on any membership listings. 

Tools and Resources »

We are pleased to offer a library of downloadable resources as well as a gift calculator and other tools to assist you in serving your client’s needs.

Thank you

We greatly appreciate the work you do on behalf of Bentley's donors. We know it takes time to ensure their philanthropic plans are accurately formed and documented, and we are grateful for your efforts to help them achieve their goals.