The Office of
Planned Giving

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1-401-863-9119

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1-401-863-3301

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Planned_Giving@brown.edu

Sierra J. Rosen
Executive Director
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Lindsey Yates-Grimley
Associate Director
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Carole Johnston
Trusts & Estates Manager
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Lisa Logan Ross
Associate
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John M. Crawford Jr.

The John M. Crawford Jr. Book Fund was established in 1991 by a gift from John M. Crawford Jr. '37, for unrestricted use by the library's Special Collections. (Photo: Professor Bickford with Tiffany Wai Ying Beres '05, a History of Art concentrator)

"John M. Crawford Jr. was one of the great American collectors of Chinese painting and calligraphy. During his lifetime, he opened his home and collections to generations of students like me for study and scholarly fellowship. His legacy continues at Brown today through his bequest and the John M. Crawford Jr. Book Fund. His generosity has helped us to build collections of books and teaching materials that form the core of undergraduate study and graduate student training in the arts of East Asia at Brown. Among the Crawford Fund acquisitions, superb facsimiles of important Chinese paintings-like Zhao Mengfu's revolutionary Autumn Colors, dated 1296, pictured here-make it possible for Brown students to closely study objects here in Providence that exist only in museums far away in East Asia. We use these books and objects every teaching day. My students and I are very grateful to Mr. Crawford's commitment to the history of Chinese art at Brown."

Maggie Bickford, professor and chair, Department of History of Art and Architecture

A charitable bequest is one or two sentences in your will or living trust that leave to Brown University a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state, ZIP], give, devise and bequeath to Brown University [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Brown or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Brown as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Brown as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Brown where you agree to make a gift to Brown and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.

eBrochure Request Form

Please provide the following information to view the brochure.