Gift Annuity Unitrust Annuity Trust Gifts used to create plan Generally cash & publicly traded securities Cash, securities, real estate, property Generally cash & publicly traded securities Suggested minimum gift to create $10,000 $25,000 $25,000 Add future gifts? No (easy to create another annuity) Yes No Suggested minimal additional gift $5,000 […]
The Clarkson Workbook series includes five 6″ x 9″ booklets of 20 pages each. Topics range from creating or updating your will to the intricacies of using non-cash assets to make and plan charitable gifts. The workbook series is sponsored by the Clarkson University Alumni Leadership Board. Estate Planning OrganizerGift Planning […]
Definition Generally an estate gift of Series E, EE, H or HH federal government issued bonds. Further Information Series E, EE, H and HH bonds, issued by the federal government, accrue interest income annually. You may declare that interest each year in gross income, or you may defer reporting the […]
The merger of The Bank of New York and Mellon Financial Corporation in 2007 created a leading global provider of securities services and one of the largest asset managers in the world. BNY Mellon Wealth Management brings over 200 years of experience to serve over 150 major charitable gift institutional […]
DefinitionA gift of appreciated securities that you have held for more than one year is frequently the most economical way to give. You will be eligible to take a federal income tax deduction equal to the fair market value of the stock on the date of the gift for up […]
DefinitionA deferred gift created through any of a number of government approved, or “qualified” plans that allow individuals to make pre-tax contributions that grow tax-free in the plan. Income is taxed when distributions begin, usually at age 70½. The Secure 2.0 Act and the QCD The “Expanding Coverage and Increasing […]
Each of our donors has a great story as to their motivation for making a gift to Clarkson. Whether it be the creation of an endowment through their bequest or gift-with-income plan, or honoring a mentor who helped shape a young person’s future, the Annie Clarkson Society is here to […]
A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z A ACS Annual Report Alumni Advisors Alumni Events Annie Clarkson Society – You can contact the Annie Clarkson Society at 315-268-7778 (toll-free […]
DefinitionA donor may create a charitable gift by naming Clarkson owner and/or beneficiary on any of a number of commercially available term, whole or universal life insurance products. The policy may be held in force by the donor or Clarkson until the insured’s death or it may be terminated by […]