Next Steps

  1. Contact The Office of Planned Giving at 401-863-9119 or Planned_Giving@brown.edu for additional information on including a gift to Brown in your will or to chat more about the different options for including Brown in your will or estate plan.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Brown in your plans, please use our legal name and federal tax ID.

Legal Name: Brown University
Address: Office of Planned Giving
Box 1893, Providence, RI 02912
Federal Tax ID Number: 05-0258809

The Office of
Planned Giving

T
1-401-863-9119

F
1-401-863-3301

E
Planned_Giving@brown.edu

Sierra J. Rosen
Executive Director
T 1-401-863-3563

Lindsey Yates-Grimley
Associate Director
T 1-401-863-3803

Carole Johnston
Trusts & Estates Manager
T 1-401-863-1221

Lisa Logan Ross
Associate
T 1-401-863-9119

The Van Wickle Gates Illustration

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Provide Life-Changing Opportunities With Just One Sentence

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Remember Brown University in Your Will or Living Trust

If Brown University has touched your life in a meaningful way and you want to ensure that future students are able to enjoy equally engaging opportunities, but you aren't in a position to write a check or give up assets today, there's a simple solution.

Leaving Brown a gift in your will or living trust is an easy, flexible and versatile way to ensure that we can continue providing a world-class education that prepares students to be tomorrow's leaders and innovators for years to come. Your gift also entitles your estate to an unlimited federal estate tax charitable deduction. As little as one sentence of bequest language is all that is needed to complete your gift.

A Popular Option for Supporting Brown's Future

women in library Brown is the springboard that opens our students minds, launching them into careers and partnerships that impact communities near and far. Our donors want to ensure that we are able to continue providing life-changing educational opportunities for future generations. A gift in one's will is a popular way that many of our supporters invest in Brown's future, including John M. Crawford Jr.

John M. Crawford Jr. '37 left an estate gift to the Brown library that created the John M. Crawford Jr. Book Fund. During his lifetime, Crawford amassed a great collection of Chinese paintings and calligraphy that he made available to students and scholars. His gift has allowed Brown to build collections of books and teaching materials that form the core of undergraduate and graduate training in Asian arts. Read more

See How It Works

Learn How to Fund It

You can use the following assets to fund a gift in your will:

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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.

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