Ways to Make a Planned Gift
You don't wave to be wealthy to make a big difference. You just need a plan for achieving your personal and philanthropic objectives, and we’re here to help you establish that plan.
As you create or refine a plan to provide for your or your family’s future, and as you think about the charities and organizations you wish to support, we hope you consider including a gift to SUNY Plattsburgh in your estate.
Your planned gift could be the solution to the economic challenges many of our students face while earning their degree. In some cases, it can also provide a reliable income stream to you, your spouse or your family during their lifetime(s).
One of the simplest planned gifts is through a bequest in your will. You may choose to leave a fixed amount, a certain percentage of your estate or a remainder interest. You may specify your gift be used to meet the college’s most urgent needs, restrict funds to a specific program, or create an endowment that would generate income in perpetuity.
Sample Bequest Language: When you include a gift to your alma mater in your estate plans or as a beneficiary, please specify The Plattsburgh College Foundation (Federal Tax ID# 14-1484644) at 101 Broad St. Plattsburgh, NY 12901 as the named beneficiary.
These gifts can provide you with income for life, while allowing you to make a significant gift to the foundation. Depending on your investments, a charitable gift annuity or a remainder trust might provide a higher rate of return than you are currently receiving. Read more.
Naming the foundation as a beneficiary of your life-insurance policy is a very simple gift to make. Should you transfer ownership of the policy to the foundation and designate it as the beneficiary, it is also possible to receive a charitable deduction.
Gifts of Retirement Plans
As IRAs, 401(k) plans and other retirement plan options grow in number, gifts of retirement plans have become popular.