Page Text Size:

Anniversary Reunion Years -
Honor the Past and Prepare the Way for the Future

Your time at St. Lawrence was a unique opportunity to learn and grow in a nurturing academic environment that prepared you to meet the challenges of the outside world. An anniversary reunion year is a special time to reflect on your growth and achievements, and to say thank you to St. Lawrence in a way that will help provide a St. Lawrence experience to future generations of students.

Your planning connects you to the past and the future. It is your legacy, and merits careful consideration. St. Lawrence wants to help, and has a new program to assist alumni between their anniversary reunion years. With proper documentation, gifts created during this time period will count towards your next anniversary reunion. See Anniversary Reunion Year Counting Guidelines.

A simple gift - A bequest in your will or living trust may be for a specific amount or asset, a percentage, a remainder or a contingency. It may memorialize a family member or the family name. You can also create a gift-with-income plan through your estate to provide income to loved ones before a gift ultimately goes to St. Lawrence.

A smart choice - Retirement plan assets are expensive to inherit, since the beneficiary must pay tax on income from the plan. It may be tax-advantageous to capstone your philanthropic legacy with a gift of retirement plan assets to St. Lawrence and bequeath other assets to heirs.

"Insure" the future - Naming St. Lawrence the owner and beneficiary of a life insurance policy can generate an income tax deduction now for the cash value of the policy.

Income for you and/or loved ones - You may create a gift annuity or charitable remainder trust, or join our pooled life income fund to provide income to you and/or loved ones before the remainder passes to St. Lawrence. You can generate a fixed or variable income stream to start now or sometime in the future. Request a copy of our workbook, Will a Gift-With-Income Plan Work for Me?

A gift of your home - You may create a retained life estate and gift your home to St. Lawrence while retaining the right to live there as long as you wish.

Would you like help organizing and defining your philanthropy? Request our Philanthropic Planner.

Would you like ideas on creating a gfit plan using non-cash assets? Request our workbook, Creative Planned Giving with Non-Cash Assets.

Is it time to update your will? Need help getting organized before meeting with your attorney? Request our Estate Planning Organizer.

Your plan for St. Lawrence's future may make you a member of the G. Atwood Manley Society.



This web page does not provide legal or financial advice, nor is it intended as a comprehensive review of the topic. You should consult your attorney, tax advisor and St. Lawrence before making or planning your gift.