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How to Make a Lasting Legacy

With an endowment, the principal isn't typically spent, allowing the fund to essentially last forever. Consider these two options when creating an endowment:

An unrestricted fund. If you make a gift without restrictions to an endowment, our leadership will direct the funds to our most critical needs.

A designated fund. You may determine in advance what programs or services you want your donation to support. The specific details will be incorporated into a written description of the endowment, which must be approved by you and Assumption College.

Regardless of what type of endowment you establish, the satisfaction associated with charitable giving is immense. One easy way to fund an endowment is by remembering the College in your estate plans.

If you have any questions, please feel free to contact Melanie Demarais at 508-767-7146 or Demarais@assumption.edu—at no obligation.

Endow Your Gift¹
If your annual gift is:	Perpetuate it by giving:
$100	$2,500
$250	$6,250
$500	$12,500
$1,000	$25,000
$2,500	$62,500
$5,000	$125,000
¹At a 4 percent endowment spending level, 25 times an annual gift amount equals an endowed perpetual gift.

The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.