Create Your Legacy Through a Planned Gift

Charitable gifts help you meet your current philanthropic goals and extend your generosity well into the future. But did you know that a planned gift can also protect your assets, provide for your family, and guarantee you income for life? You can even make a significant impact through a gift that costs nothing in your lifetime (through a charitable bequest under your will).

bequest

Gifts by Will or Trust

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit SUNY Oneonta Foundation.

Naming Us in Your Assets

While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.

The IRA Gift (QCD)

The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to SUNY Oneonta Foundation.

Life Income Gifts

Support SUNY Oneonta Foundation while generating income for yourself and your family. Learn how these gifts allow you to achieve both of these goals.