Charitable bequests by will or trust
We invite you to consider leaving a legacy for the University of Rochester through your will.
-
Have you already included us in your estate plan?
-
Planned giving blog
Things Your Tax Return Wants You to Know About Tax-Smart Charitable Giving Opportunities
-
Member stories
Find out how donors like you have made a lasting impact at University of Rochester.
-
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
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.
© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer
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
Email: giftplanning@rochester.edu
University of Rochester
Federal Tax ID# 16-0743209