Planned Giving

Planned Giving
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You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.

Planned Giving

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our planned giving team will be very pleased to help you.

Donor Stories

Donor Stories Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.

Gift Options

Gift Options Discover What to Give and which assets (cash, securities or property) make the most sense for your planned gift. Learn How to Give and what gift options provide tax and income benefits. We can help you find the right planned gift to achieve your goals.

Finance News

Washington News

Washington News

IRS Summertime Tax Tips

In IR 2018-149, the Service highlighted tax tips for the summer season. While most taxpayers are understandably thinking about barbeques and...

The New Estate Plan:
Modern Solutions for Modern Families
Thursday, April 21, 2016
at 9:00AM EST

Presented by
Martin S. Finn, JD, CPA, LL.M.
Sponsored by
SUNY Gift Planning Group
Learn More

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