Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. You may be surprised by the number of ways you can support SUNY Cortland.
If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Giving Team will be happy to help you.
Major and Planned Gift Officer
Bequest - You designate our organization SUNY Cortland as the beneficiary of your asset by will, trust or beneficiary designation form.
Charitable Gift Annuity - You transfer your cash or appreciated property to our organization SUNY Cortland in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
Charitable Remainder Unitrust - You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
Charitable Remainder Annuity Trust - You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
Charitable Lead Trust - You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
Sale and Unitrust – You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
Bargain Sale – We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
Give It Twice Trust – You provide your children with a stream of income while making a gift to charity.
Life Estate Reserved – You give your property to our organization but retain the right to use the property during your life.