Welcome to Gift Planning

Susan Warshany
Director of Gift Planning
518-454-5104

Susan.Warshany@strose.edu


How to Give

 

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).

 

Six Ways to Make a Planned Gift  

 

To read about one of the six basic ways to make a planned gift, hover over the appropriate box and then select for more information.

 

Will.jpg
Gifts by Will
Bequests allow you to secure an estate-tax deduction for the value of your gift.
Income.jpg
Gifts That Pay You Income
You can support Saint Rose and retain income for yourself and loved ones.
Protect.jpg
Gifts That Protect Your Assets
Lead trusts allow you to benefit Saint Rose now, then your heirs.

 

 

Retirement.jpg
Gifts of Retirement Plans
Consider retirement-plan benefits for a significant gift to Saint Rose.
Estate Note.jpg
Gifts by Estate Note
An estate note is an irrevocable pledge or debt against the donor's estate.
Assets.jpg
Gifts of Assets
Giving cash is simple, but giving assets such as stocks often offers additional tax savings.
 

© Pentera, Inc. Planned giving content. All rights reserved.