Learn which assets are most commonly used to fund a gift.
Stocks & Bonds
Giving appreciated stock that you have owned for more than one year is one of the most tax-advantaged ways to make charitable gifts. With careful planning, you can reduce your capital gains tax while supporting SUNY Oneonta Foundation.
Retirement Assets
A gift of your retirement assets, such as an employee retirement plan, IRA, or tax-sheltered annuity, is an excellent way to make a gift. A gift of these assets can shield your heirs from taxes while funding SUNY Oneonta Foundation's future.
Donor-Advised Fund
A Donor-Advised Fund can provide you with immediate tax benefits while making your charitable giving easier for years to come. Might a Donor-Advised Fund be right for you? Here’s how it works.
Life Insurance
Life insurance is a valuable asset for making a charitable gift. You can make a gift of a life insurance policy without diminishing other investments or assets earmarked for family members.
Real Estate
A gift of real estate allows you to preserve your cash assets, receive tax and income advantages, and make a significant charitable gift to SUNY Oneonta Foundation.
Personal Property
A gift of artwork, coins, antiques, or other personal property can be an excellent way to support SUNY Oneonta Foundation.
Contact
Have you included us in your plans?
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.
Office Hours
M-F: 8 a.m.-4:30 p.m.
