As alumni and friends of Alfred University your desire to make a positive impact in the lives of our students is primary. But you'll be glad to know that tax advantages and peace of mind for your own financial future can be other benefits as well.

As questions or ideas arise, feel free to contact me directly

Amy Jacobson
Director of Gift Planning
Alfred University
Fasano Welcome Center
1 Saxon Drive
Alfred, NY 14802
800.321.1309 or 607.871.2144

Director's message >>>

Life Income Gifts
Through a wide variety of life income gift arrangements, a gift to Alfred University can provide meaningful financial support for you, family members or friends. Learn more about Charitable Gift Annuities and Charitable Remainder Trusts and the win-win possibilities they present.

Bequests and Living Trusts
The easy and flexible approach to supporting Alfred University at any age or income level.

Other Creative Options
Naming Alfred University as a beneficiary of a life insurance policy or a retirement account are other creative ways of supporting Alfred University. Contact us for more information.

Alfred Heritage Circle
If you have made any type of planned gift that benefits Alfred, we'd like to honor you with membership in The Alfred Heritage Circle. As a member of The Alfred Heritage Circle you also provide the gift of your example, encouraging others to follow your lead.

Endowed Fund
With a gift of $25,000 or more, either through an outright gift or a planned gift, Alfred University can create an endowment in your name. Together we would draft a Memorandum of Understanding, a document that creates the endowed fund and desribes how it may be used. Please contact us for more information.

Financial Insights
Financial Insights is the newsletter for the Office of Gift Planning. You may download previous issues, or you may contact our office to be added to the mailing list.

Financial Insights, Fall '09