from the office of gift planning
Enriching their future —and yours
For so many—myself included—Boston College has been a beacon through these challenging times. It’s as clear as ever that the world needs BC, as the men and women formed at the Heights continue to make a difference in the world in ways big and small.
This issue of Bookmarks highlights how planned gifts can have an immense impact on our world-changing students. As you’ll read, these gifts come in various forms and are born of differing motivations. An endowed scholarship fund can carry on the legacy of a loved one, whereas another giving vehicle such as a Charitable Gift Annuity can provide the donor myriad benefits while contributing to a cause they care about. In the end, these planned gifts are all rooted in a desire to help current and future generations of Eagles.
We’ve also included a Q&A with financial planning expert Tucker McDonald ’07 and attorney Elizabeth Newton ’06, who provide valuable insights for young professionals on everything from basic budgeting and retirement planning to tax-savvy ways to support BC. Our free Estate Planning Guide is quite useful in these matters, helping you manage your financial resources and assess which gift vehicles might work best for you and your family. In addition, our 2021 COVID Relief Updates page will keep you in-the-know with regard to tax law changes made by the new administration.
As always, my colleagues and I in the Office of Gift Planning are here to help you navigate your philanthropic and financial situations. Our new website is a great resource to find information on giving opportunities and our contact information. We look forward to connecting with you!
Ericka L. Webb
Director of Gift Planning
Doing Well by Doing Good.
Learn how CGAs provide income and a tax benefit.
More from this edition
For Roger Keith, the connections formed during his time at the Heights inspired him to pay forward to today’s Eagles all the help and goodwill he received.
A bequest to their son’s memorial scholarship fund will help even more Eagles land at the Heights. Jim and Joan Peck believe that giving to BC through a bequest is a way to both honor their son, Andrew, and allow his memory to live on.
On January 26, Tucker McDonald ’07 (president, U.S. Advisory Group, LLC) and Elizabeth Newton ’06 (associate, Mendel and Associates, LLC) hosted a webinar to share their insights and financial planning...