Planned Giving

Leave your legacy as a member of the Heritage Society

Alumni and friends can leave a lasting impact as members of the Heritage Society, Emmanuel's distinguished planned giving society. By including the College in their estate plans, members honor the power of an Emmanuel education while helping to ensure exceptional learning experiences for future generations of students.

If you are interested in learning more about the Heritage Society, please contact Danielle Kellermann, Vice President of Development, at 617-732-1704 or kellermannd@emmanuel.edu.

 

Why Give a Planned Gift?
  • Leave a lasting legacy to be remembered
  • Lessen the burden of taxes on your family
  • Receive Estate Tax savings

 

How Do I Make a Bequest?

It’s simple and easy. Download the Emmanuel College Bequest Intention Form and email it to kellermannd@emmanuel.edu. If you would like to provide additional documentation from your estate planner or attorney, please submit with your form.

 

What Are My Options?

A bequest can be made in several ways:

  • You can gift a specific dollar amount or asset
  • You can gift a percentage of your estate
  • You can gift from the balance or residue of your estate
  • You can make a beneficiary designation of certain assets or accounts

 

What can my gift support?
  • Your gift can endow a scholarship/fund/fellowship/faculty position
  • Your gift can support a specific department, program, extracurricular activity or school

 

How Can I Learn More?

For questions or to request more information, please contact Danielle Kellermann, Vice President of Development, at 617-732-1704 or kellermannd@emmanuel.edu.

 

Other Ways to Give


IRA Rollover

Congress has enacted a permanent IRA charitable rollover. As a result, those 70 ½ and older can make an IRA rollover gift this year and in future years. You not only make a gift to the College, but also can benefit from tax savings.

 

Charitable Gift Annuity

You transfer your cash or appreciated property to Emmanuel College in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.

 

Life Estate Reserved

You give your property to Emmanuel College but retain the right to use the property during your life.

 

Important Documents