Gifts by Will or Trust

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit Brown.

Beneficiary Designations

While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.

The IRA Gift (QCD)

The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to Brown University.

Life Income Gifts

Planned giving is a great way to support Brown while generating income for yourself and your family. Learn about the gifts that allow you to give to Brown while generating income for yourself and your family.

Charitable Lead Trust

Make a substantial gift to Brown University in the form of fixed annual payments and pass assets to your family or other heirs at reduced tax cost.

Retained Life Estates

Donate your home, farm or a second home to Brown and receive an immediate income tax charitable deduction, while retaining the right to live in your home for the rest of your life. If you itemize your deductions instead of taking the standard deduction you could save significant income taxes.

Will or Trust Language

Sample will or trust language is offered below for your legal counsel’s consideration in preparing your will or trust.

Find the Best Gift

To help you determine your ideal gift to Brown, we offer an easy-to-use web tool. It's just a few questions. Give it a try!

Gift Calculator

Try our gift calculator to personalize the gift you are interested in making to Brown University.

Advisor Resources

If you are advising a client who is considering a planned gift or bequest to Brown University, we welcome the opportunity to work with you in helping your client.

Compare Gifts

The planned gift that is best for you depends on your goals for the gift. We’ve created a chart that lets you compare the characteristics of your choice of gift plans.