Will or Trust
You can plan a gift that will take effect only after your obligations are fulfilled.
Explore Our Gift Plans
Gifts Anyone Can Make
Make a gift now now that will not affect your day-to-day cashflow during your lifetime. Learn More →
Donor-Advised Funds
Make a gift from your donor-advised fund, or name us as the ultimate beneficiary.
IRA Rollover
Make a "tax-free" gift with our QCD Tool (Qualified Charitable Distribution).
Retirement Plan
Give us assets subject to double taxation, and leave more to your family.
Stock and Appreciated Assets
Take advantage of appreciated securities without incurring capital gains tax.
Life Insurance
Make a significant gift, even without a large estate. Here's how to leverage your dollars.
Personal Property
Donate personal property that enhances our mission and provide tax benefits to you.
Real Estate
Donate a valuable asset in exchange for tax benefits, and possibly an income stream.
Cryptocurrency
Give cryptocurrency that enhances our mission and provides tax benefits to you.
Mineral Rights
Donate mineral rights through your estate or trust and receive a tax deduction.
Gifts That Pay You Income
A "guaranteed paycheck" for life. What's not to like about a gift that pays you income? Learn More →
Charitable Gift Annuity
You want secure, stable income at a high payout rate. Your gift can be in cash or stock.
Deferred Gift Annuity
Younger donors can make a gift, save for retirement, and lower their taxable income.
Flexible Gift Annuity
A flexible gift annuity offers the benefits of a deferred gift annuity, but with options.
Charitable Remainder Unitrust
Offers maximum flexibility with regards to the investment and benefits of your gift plan.
Charitable Remainder Annuity Trust
Offers flexibility to invest and manage your gift, with the security of stable income.
Gifts That Protect Assets
Highly appreciated property? Reduce your tax burden, create a legacy. Learn More →
Charitable Bargain Sale
A gift that provides cash to meet your obligations, or an income stream for retirement.
Retained Life Estate
Your home is your biggest asset. You can even use it to make a gift and still live there.
Charitable Lead Trust
Your business is growing. How can you preserve some of its value for your family?
Designate and Donate
You can support our mission without reducing your income or diminishing your savings. Learn More →
Retirement Plans
Ask your plan custodian for a TOD form, sometimes called a beneficiary designation form.
Stocks and Investments Fund Accounts
Ask your plan custodian for a TOD form, sometimes called a beneficiary designation form.
United States Savings Bonds
Gift savings bonds to your favorite charity, and save your heirs from excess taxation.
Life Insurance
Ask your plan custodian for a TOD form, sometimes called a beneficiary designation form.
Bank Accounts
Ask for a POD form, and have what's left in checking or savings transferred to charity.
Jointly-Held Accounts
You may have a loved one as a joint account owner. You can still designate and donate.
Gifts of Artwork and Personal Property
Easy assets you can donate that will not affect cash flow, with little or no legal expense.
Contact Us
Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.
Jeremy Goldberg, Assistant Director of Estate Gift Planning
jeremygoldberg@vassar.edu
845-437-5429
