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

Feature articles

 

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  Associate Vice President for Advancement 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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Page modified 3/23/12