Your Planned Gift Makes a Lasting Impact
When you include SUNY Oneonta Foundation in your estate or financial plan, your generosity will provide access to high quality affordable education, experiential learning and support our students “grow intellectually, thrive socially and live purposefully.” Thank you for ensuring a strong and ever-lasting impact on SUNY Oneonta Foundation students, faculty, research and programs.
Getting Started
There are many planned gifts that won’t affect your existing financial resources, but will have a significant impact on SUNY Oneonta Foundation. Give to the institution you care so much about, while maintaining control and flexibility.
Make a Bequest
A bequest is a gift provision in your will or revocable living trust. All assets, including cash, securities, real estate, and tangible personal property, may be transferred to SUNY Oneonta Foundation at the end of your life.
The Ideal Gift for You?
When determining the right gift option, it’s vital to first decide your most important personal and family goal. This could range from maximizing tax benefits to preserving assets for your heirs.
Contact
Amy Rockwell
Director of Gift Planning
009 Alumni Hall
108 Ravine Parkway
Oneonta, New York 13820
Amy.Rockwell@oneonta.edu 607-436-2481
Legal Name: State University of New York at Oneonta Foundation Corporation
Federal Tax ID: 22-2403203
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.
