There are many ways to support The Fletcher School in addition to outright gifts. These options, collectively known as planned gifts, may result in favorable tax consequences, or even a new source of income for you and/or your spouse. Some of the most popular planned giving vehicles include:

• Bequests
• Charitable Gift Annuities
• Charitable Trusts
• Gifts of Real Estate
• Gifts of Personal Property
• Gifts of Insurance
• Other Gifts

For more information about planned giving opportunities at The Fletcher School, please contact:

Brooke Anderson
Associate Director of Gift Planning
Tufts University
Medford, MA 02155
Ph: 617-627-4975
Toll-free: 1-888-PGTUFTS
Email: Brooke.Anderson@tufts.edu.

Bequests

Many alumni and friends show their support of The Fletcher School by including the School in their estate plans. It is possible to leave a specific gift, a percentage of your estate, or even a percentage of the residuary of your estate to Fletcher. Including a bequest to The Fletcher School in your will may also result in beneficial tax consequences for your estate. You can designate your estate gift for the support of a particular program, scholarship, or other purpose of your choice.

If you would like assistance with including The Fletcher School in your estate plans, please contact our office. We are available to answer your questions and to provide sample language for you and your attorney to use when drafting your will.

If you have already included The Fletcher School in your estate plans, please let us know. We would appreciate the opportunity to thank you personally. Additionally, we would like to invite you to an annual appreciation event for planned giving donors, held at Gifford House, home of the Tufts University President.

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Charitable Gift Annuities

With a minimum gift of $10,000, you may establish a charitable gift annuity that will benefit both you and The Fletcher School. Annuities may be funded with cash or securities. (Funding an annuity with appreciated securities may help you to minimize your capital gains tax liability.) The amount of income the annuity will provide you is based on the size of the donation and your age at the time the gift is made. If you would like to review a sample illustration of annuity payments and tax benefits, based on your date of birth and a sample gift amount, please contact us.

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Charitable Trusts

If you would like to support The Fletcher School by donating assets worth $100,000 or more, a charitable remainder trust or a charitable lead trust may be an appropriate vehicle with which to accomplish this goal. By placing particular assets in trust, you may minimize capital gains and/or certain estate taxes while supporting The Fletcher School. Either you or the School may benefit from income earned on trust assets. Please contact us for further information, including financial projections of a particular gift proposal.

Gifts of Real Estate

The Fletcher School appreciates gifts in many forms, including gifts of real estate. This option may be particularly attractive when the value of real estate has increased over time. By giving appreciated real estate to The Fletcher School, you can support the School, while also minimizing capital gains tax liability. Please contact our office for further information.

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Gifts of Personal Property

You may wish to support The Fletcher School with a gift of personal property. Examples of such gifts include artwork, books, and other collectibles. Please contact a member of our staff to see whether such a gift may be possible.

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Gifts of Insurance

It may be possible to make a gift of an insurance policy to The Fletcher School. Alternatively, alumni and friends may choose to make The Fletcher School a beneficiary of an existing policy. To explore these options, please contact a member of our staff.

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Other Gifts

There is virtually no limit on the kind of gift one can make to The Fletcher School. If you would like to explore the possibility of making a gift that is not explored on this web page, please contact us.

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