Cash is the most common gifting method for most Americans, but it can often be more advantageous to give other assets. For example, you may wish to consider gifts of closely held stock, tangible personal property, the use of which is related to BSU’s mission, mutual fund shares or real estate. Gifting assets can also allow you to have a greater impact on the university and our students. There are also many tax advantages to considering assets like insurance policies and retirement plans that might not be so obvious.
Appreciated Securities
A stock portfolio is often among the most valuable assets you own—and one that can carry substantial capital gain, or appreciation in value. With careful planning, you can reduce or even eliminate federal capital gains tax while supporting our students. Please contact Mary Abbott at 508.531.1288 or m3abbott@bridgew.edu with assistance donating a stock gift.
Insurance Policies
When you own a life insurance policy with accumulated cash value, you're essentially sitting on a pile of money. When the original purpose for the protection no longer applies, your life insurance can be redirected to help support a worthwhile cause - like students at BSU. Please contact Mary Abbott at 508.531.1288 or m3abbott@bridgew.edu to learn more.
Retirement Plan Assets
Want to get the most value from your nest egg, protect your heirs from heavy taxes and make your mark at our university? Consider leaving a portion of your retirement plan assets to Bridgewater State University. Contact Mary Abbott at 508.531.1288 or m3abbott@bridgew.edu to learn more.
Tangible Personal Property
We all own personal property, maybe you’ve purchased real estate, and perhaps have closely held stock; but did you know that these things can be used to benefit both you and Bridgewater? Contact Mary Abbott at 508.531.1288 or m3abbott@bridgew.edu to learn more about how you can support BSU with this type of gift.
Real Estate
Imagine avoiding the hassle of selling a piece of property, with no worry about getting a fair price and at the same time realizing valuable income and estate tax deductions. Learn more about how you can support BSU with this type of gift by contacting Mary Abbott at 508.531.1288 or m3abbott@bridgew.edu
Closely Held Stock
Closely held stock is shares in a C Corporation, of which the majority of stock is held by a few shareholders. A gift of closely held stock can be a powerful way to contribute to the future of BSU. Contact Mary Abbott in University Advancement at 508.531.1288 or m3abbott@bridgew.edu to learn more about how you can support BSU with this type of gift.