Planned Giving

Be Part of the Future of The Gerald J. and Dorothy R. Friedman School of Nutrition Science and Policy at Tufts University

Nutrition science is more important today than ever.  With the expertise you gained at The Gerald J. and Dorothy R. Friedman School of Nutrition Science and Policy, you are at the forefront of this important global conversation.  As you think about ways to give back to the Friedman School, we invite you to consider the array of options in planned giving. You can establish a planned gift for the school that will leave a lasting personal legacy, support excellence in nutrition science, and help to accomplish your personal financial goals and objectives.

The Gift Planning Office is here to work with you, your family, and your advisors to help you create a plan that meets both your financial and philanthropic goals.

Bequests

A bequest allows you to make a long-term commitment without affecting your current standard of living. You can provide for the future of nutrition by naming the Friedman School as a beneficiary of a specific dollar amount or a percentage of your estate. You may choose to support a particular fund or program at the Friedman School or your gift may be unrestricted.

Sample Bequest Language

Unrestricted Bequest: “I give ________________ to Trustees of Tufts College, of Medford, Massachusetts, for the general purpose and use of The Gerald J. and Dorothy R. Friedman School of Nutrition Science and Policy at Tufts University.”

Gift for preferred purpose: “I give ________________ to Trustees of Tufts College, of Medford, Massachusetts, in support of The Gerald J. and Dorothy R. Friedman School of Nutrition Science and Policy at Tufts University. It is my wish that this gift be specifically used to support [list donor’s specific intent here]. If it becomes inappropriate or impossible to accomplish the purpose of the gift as described herein, then the dean of The Gerald J. and Dorothy R. Friedman School of Nutrition Science and Policy may designate this bequest to be used for the benefit of a substantially similar purpose.”

If you are in the process of creating a will or trust, your attorney may wish to know the university’s tax identification number: 04-2103634.

This information is not intended to be legal or tax advice. Please contact your attorney if you are considering this type of gift.

Other Types of Gifts:

Charitable IRA Rollover - The Charitable IRA Rollover is now permanent and allows individuals 70 ½ and older to transfer up to $100,000 from their IRAs each year to charitable organizations without counting it as taxable income.

Charitable Gift Annuities allow you to make a gift and receive a steady income stream or claim a charitable tax deduction, while also supporting the Friedman School.

Charitable Remainder Trusts offer a way to make a meaningful future gift to the Friedman School, while simultaneously providing income for life or for a specific term of years for you and/or others you name.

Charitable Lead Trusts are individually-managed trusts that make payments to the Friedman School or another charity for a specified term of years or for the life of one or more individuals.

Gifts of Real Estate may free you from paying real estate taxes, maintenance costs, and insurance, and may result in capital gains tax savings.

Retirement Assets, such as IRAs, 401(k)s, and other qualified plans, provide a very simple way to make a future charitable gift by designating the Friedman School as a partial or whole beneficiary of each account.

Other gift types include Business InterestsLife Insurance, and Pooled Income Funds.

The Charles Tufts Society

Have you already included The Gerald J. and Dorothy R. Friedman School of Nutrition Science and Policy at Tufts University in your estate plans? Please let us know so we can welcome you to the Charles Tufts Society. For more information on gift planning or to let us know you’ve included the Friedman School in your estate plans contact us:

Gift Planning Office

Samuel Sanker
Senior Associate Director, Gift Planning
Email: Samuel.sanker@tufts.edu
Direct Line: 617-627-3616
Main Line: 617-627-3727
Toll Free: 888-748-8387
Fax: 617-627-4425
Find us on Facebook

Estate and Trust Distribution

If you are working with an estate or trust that is distributing a gift to The Gerald J. and Dorothy R. Friedman School of Nutrition Science and Policy at Tufts University, please contact the associate director of estate administration, who oversees receipt of all such gifts on behalf of Tufts University:

Yvette M. Story, Esquire
Associate Director, Trusts & Estates
Gift Planning Office
80 George Street
Medford, MA 02155
Email: Yvette.Story@tufts.edu
Direct Line: 617-627-3876
Fax: 617-627-4425

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