Planned Gifts

Look Ahead & Give Back

Martin P. Sachs
“It all began with Tufts.”
-Martin P. Sachs, D.M.D., A54, D56

Be Part of the Future of Tufts University School of Dental Medicine

Your planned or estate gift leaves a lasting personal legacy of support for scholarship, teaching, and research at Tufts University School of Dental Medicine. The Gift Planning Office is here to work with you, your family, and your advisers 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 the Dental School by naming Tufts 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 Dental 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 Tufts University School of Dental Medicine.”

Gift for preferred purpose: “I give ________________ to Trustees of Tufts College, of Medford, Massachusetts, in support of Tufts University School of Dental Medicine. 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 this purpose of the gift as described herein, then the dean of the Tufts University School of Dental Medicine 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, your attorney may want 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 Gift Annuities allow you to make a gift and receive a steady income stream, claim a charitable tax deduction, while also supporting the Dental School.
  • Charitable Remainder Trusts offer a way to make a meaningful future gift to the Dental School, while simultaneously providing income for life or for a specific term of years, for yourself and/or others you name.
  • Charitable Lead Trusts are individually managed trusts which make payments to the Dental 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 can 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.
  • Other gift types include Business Interests, Life Insurance, and Pooled Income Funds.

Charles Tufts Society

Charles Tufts Society

Have you already included Tufts University School of Dental Medicine in your estate plans? 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 Medical School in your estate plans contact us:

Tufts Gift Planning Office
Rebecca Scott
Director, Gift Planning
Email: rebecca.scott@tufts.edu
Direct Line: 617-627-3616
Main Line: 617-627-3727
Toll Free: 888-748-8387
Fax: 617-627-4541
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Estate and Trust Distribution

If you are working with an estate or trust that is distributing a gift to the Tufts University School of Dental Medicine, please contact the assistant director of estate administration, who oversees receipt of all such gifts on behalf of Tufts University:

Lise Hansen, Esq.
Assistant Director of Estate Administration
80 George Street
Medford, MA 02155
Email: lise.hansen@tufts.edu
Direct Line: 617-627-3876
Fax: 617-627-4541