Planned Giving

Gifts by Will and Living Trusts

Gifts by Will Diagram

How It Works

  1. You include a bequest provision in your will or revocable trust
  2. At your death Suffolk receives the bequest you specified

Benefits

  • You may change your bequest or trust designation at any time
  • You control the funding property during your lifetime
  • Your bequest or trust designation will not be subject to any potential federal estate tax
  • You provide future support for Suffolk

Suffolk gives credit today for estate gifts that will arrive in the future as long as the following conditions are met:

  • The donor is at least 65 years old
  • The amount is at least $50,000
  • The donor signs an intent form or provides other documentation

More Information

Contact Us

Bruce Paolozzi
Director of Planned Giving
617-573-8383
estateplanning@suffolk.edu

 

Suffolk University
73 Tremont Street
Boston, MA 02108

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