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Planned & Deferred Giving

The Dallas K. Beal Legacy Society

Legacy Society Torch
Individuals who have made a planned gift, or have notified us of their intentions to do so, are given membership to the Dallas K. Beal Legacy Society, named in memory of our former college president. Membership does not depend on the size of the gift.

President Dallas K. Beal

Some of our members

 

In-depth resources on planned giving

Link to ebrochures

An overview of resources on planned giving

Answer these questions to find out what gift is right for you

Use our comparison tool: weigh the options of different gifts

Legalese: familiarize yourself with the terms

What assets are most commonly given?

Overview of ways to make a planned gift

Take our quizzes: test your knowledge

Resources for your professional advisors

A sample of Bequest language

Trustworthy advice

Betty GossettWhen left to the Fredonia College Foundation, retirement plan assets can escape income taxation and entitle the estate to a charitable estate tax deduction. There are many benefits to directly bequeathing retirement assets to a charity. Talk to Development Director Betty Gossett for more information, click on the links on this page for more in-depth articles, or consult with your attorney or financial advisor to learn more.

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Your legacy for the future


A planned or deferred gift is one in which a donor chooses to designate the Fredonia College Foundation as the beneficiary of a bequest, life insurance policy, charitable gift annuity, charitable trust, or retirement plan gift. This avenue enables donors to fulfill philanthropic objectives, establish a legacy and often receive attractive benefits at the same time. More examples of planned gifts and information on each


Types of Planned Gifts:

Bequest

  • The most common form of gift by will. It can be in any amount and, if it meets the minimum requirement, may be used to create an endowed fund. It is revocable unless otherwise stipulated. In-depth information on Bequests

Life Insurance

Charitable Gift Annuity

Charitable Remainder Trust

  • These trusts are privately created and administered. As an irrevocable trust, they can provide either a fixed or variable income for life or term of years. Similar revocable trusts may also be employed but do not provide a tax deduction. In-depth information on Charitable Remainder Trusts

Retirement Plan Assets

Bequest Savings Bonds

  • A donor may leave appreciated U.S. Savings Bonds as a charitable bequest and the foundation will receive 100 percent of the value of the bonds (and bypass the tax burden).

Page modified 6/19/08