Whether you are starting the process for the first time, or updating a plan already in place, it is easy to add Bentley to your estate plan. Including a future gift for Bentley in your plan takes just three steps.

1. Gather information. 

   As you reach out to your attorney and financial advisor, we recommend that you also contact us to explore the difference you can make at Bentley. There are many ways to set up your gift, including directing it generally to Bentley, to financial aid, or to another part of the university meaningful to you. Our services are complimentary, and we are available to speak with you confidentially at any time. 
    

2. Decide what charitable plan works best for you.

   If you wish to retain control of your assets during your lifetime, a gift in your will or trust, or by beneficiary designation (applicable to bank, investment, and donor advised fund accounts, life insurance policies, retirement plans, and, in some states, real estate), may be best for you. Depending on the intended purpose of your gift, we may suggest supplementary documentation to clarify your intentions.
    

3. Document your gift in your estate plan and with Bentley. 

   Once you have included Bentley in your plan, we’d be honored if you would let us know. We’d like to express our appreciation and invite you to join The 1917 Legacy Society.

Sample language

For your will or trust

“I give to Bentley University, a Massachusetts educational corporation with a usual place of business at 175 Forest Street, Waltham, Middlesex County, Massachusetts, the sum of dollars ($_______ ) or (_______ % of my property), to be used (for the general purposes of Bentley) or (as agreed by Bentley and me in a Legacy Intentions Document).”

For your beneficiary designation form

Beneficiary Name and Address:
Bentley University
175 Forest Street
Waltham, MA 02452

Bentley’s Tax ID Number:
04-1081650

Bentley may be a sole, partial, or contingent beneficiary.
If additional information is requested, please contact us.

We greatly appreciate your consideration. Feel free to contact us directly by phone or email, request our new Estate Planning Guide and Personal Organizer, or explore our website, where we offer additional resources, interactive planning tools and relevant information.

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