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Planned Gifts That Count in 50th Reunion Fundraising Totals
Planned gifts established between the 46th and 50th reunion years will count in 50th reunion fundraising totals, including:
- Alumni aged 65 and older may provide documentation and sign a statement of testamentary intent , counted at the value on the date signed, and fulfilled in one of several ways, including:
- Current and deferred charitable gift annuities, counted at the value on the date created
- Gifts to new and existing St. Lawrence charitable remainder trusts will be counted at the value on the date donated
- Documented gifts to charitable remainder trusts not managed by St. Lawrence but where St. Lawrence is an irrevocable remainderman will be counted at the value on the date donated or at the appropriate partial value (where St. Lawrence is a partial remainderman)
- Gifts to new and existing accounts in the St. Lawrence Pooled Fund will be counted at the value on the date donated
- Retained life estates created will be counted at the appraised value of the real estate
- Life insurance policies where the University is named owner and beneficiary will be counted at the face value of the policy
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.
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