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    Planned giving blog

    How Did You Do on the Finance 1040 Final Exam?

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    Member stories

    Find out how donors like you have made a lasting impact at University of Rochester.

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    Language for your will

    Explore the different types of bequests available for you to meet your philanthropic goals.

Welcome to gift planning

Welcome! Making a planned gift can have a tremendous and meaningful
impact—transforming the lives of future generations at the University of Rochester. A gift of this nature can create a personal legacy and a chance to integrate your financial goals with charitable giving. We thank you for your interest and invite you to explore ways to give, what to give, and our life stage planner as you consider your financial options and objectives. If you are looking for tax savings, increasing income during retirement, or making a bequest or a reunion gift, our office of trusts, estates & gift planning is here to help.


Deferred and estate gift plans

Gift plans that pay income

Life-income gifts are managed in the University of Rochester endowment. This is a unique opportunity for donors who want to support the University to benefit from the growth, diversified portfolio, and low-cost management of the University endowment. Consider the benefits of enjoying income now while ensuring future financial support for our mission.

Gifts of immediate impact

Wilson Society

Newsletter sign-up

Get regular updates about ways to give from our free newsletter in your mailbox.


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Life Stage Gift Planner™

Plan your gift at any life stage

At various stages of our lives, we all deal with different issues, financial and otherwise. Find the right gift at any stage.

Under Age 60 Ages 60–70 Over Age 70

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Imagine Your Legacy

Address for US Mail:
University of Rochester
Box 278799
Rochester, NY 14627-8799

Address for deliveries requiring a signature:
(FedEx, UPS, etc...)

University of Rochester
Office of Trusts, Estates & Gift Planning
300 East River Road, #117
Rochester, NY 14623

Phone: (800) MELIORA - (585) 275-8894
Fax: (585) 276-1986

University of Rochester
Federal Tax ID# 16-0743209

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