Contact:
Steven Smalling
Associate Vice President of Development
Clarkson University
8 Clarkson Avenue
Box 5522 Woodstock Lodge
Potsdam, NY 13699
315-244-7945 (cell)
315-268-7777 (fax)
sssmalli@clarkson.edu
We Can Provide:
- Sample gift calculations and illustrations for your clients
- Specific language for named endowed fund agreements
- Fact sheets explaining various gifting options
- Gift annuity and charitable trust agreements and administration
Our Legal Name and Address:
Clarkson University
8 Clarkson Avenue
Box 5522 Woodstock Lodge
Potsdam, NY 13699
315-268-7778
Our Tax I.D. Number is 15-0543659
Helpful Links:
- Sample Bequest Language
- Stock Transfer Instructions
- The IRA Charitable Rollover
- Stock/Bond Power Form
- IRS Form 8283
- Electronic Transfers – Contact the Annie Clarkson Society for further information.
Gift-with-income Plans:
- Charitable Gift Annuities
- Charitable Remainder Trusts
- Administration and Investment with BNY Mellon Wealth Management
- Gift-with-income Comparison Chart
- Gift-with-income Calculator
Other Gift Plans:
- Bargain Sales
- Bequests
- Charitable Lead Trusts
- Life Insurance
- Real Estate
- Retained Life Estates
- Retirement Plans
- Savings Bonds
- Tangible Personal Property
Outside Resources:
- American Council on Gift Annuities (ACGA)
- Planned Giving Design Center
You can contact the Annie Clarkson Society for more information.
Follow us on Twitter @annieclarkson
This web page does not provide legal or financial advice, nor is it a comprehensive review of the topic. You should consult your legal and financial advisors and Clarkson University before making or planning your gift.