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Contact Information
Ben Madonia '74

866-729-0317
315-859-4648 (fax)
Planning Your Gift

Timely Planning Strategies

The Trustees of the College are given information about gift planning at most of their quarterly meetings. These Timely Planning Strategies are based on the current economic climate, recent tax law changes, if any, creative information about planned gifts and sometimes about gifts in process.

Recent Timely Planning Strategies are available to review:

June 6, 2008
Retirement Plan Beneficiary
March 7, 2008 Planned Gifts for Younger Donors
November 30, 2007 To Do Well By Doing Good
September 28, 2007 Gifts of Real Estate
June 1, 2007 IRA Gifts - Planned Giving Update
March 2, 2007 PLR Issued by IRS
October 13, 2006 Pension Protection Act of 2006
June 2, 2006 Financing Buildings
September 30, 2005 PLR and Katrina Legislation
June 3, 2005 Private Letter Ruling ("PLR")
December 12, 2003 Investment Results
October 17, 2003 2003 Tax Act Personal Planning Checklist
June 6, 2003 Planning Concepts for Appreciated Securities
March 7, 2003 Contributions That Maximize Personal Planning Goals
December 6, 2002 Creative Contributions of Real Property
November 30, 2001 Charitable Gift Annuities
February 23, 2001 Transferring Assets to Heirs