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25th Reunion

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Help the Next Generation at Clarkson

Your time at Clarkson was a unique period in your life that allowed you to learn and mature in a nurturing and challenging academic environment. Now you have the opportunity to help a next generation access a Clarkson education so they may be prepared to meet the challenges of a global society. This may be the perfect time to begin or expand your philanthropy at Clarkson. Gifts to Clarkson say thanks and help deserving students, and they may also provide tax, income and estate planning benefits at a time when you need it most.

There are many ways to help students at Clarkson that may also help you:

1. The Clarkson Fund – Your special gift to the Clarkson Fund helps students right now, and may generate an income tax deduction for you. And it’s easy to make a gift online.

2. Honor a teacher or special mentor – Alumni often make a special gift in honor of their anniversary reunion, recognizing a special teacher or mentor. Your tax-deductible gift may be unrestricted, or you may wish to restrict it to a project of special interest. There are always projects to be completed: classroom renovations, laboratory equipment replacements, athletic facility upgrades. Your gift, even pledged over several years, can make a big difference for students right now.

3. Double or even triple the impact of your gift – You can leverage the impact of your gift if your company offers a matching gift program. It’s a simple process that can make a big difference, and increase your reunion gift credit.

4. Honor your parents – You can create an endowed fund in honor of the family name to support anything from student scholarships to professorships. And you can build your endowment with tax-deductible gifts over time. You might also name a room, lab, office or other space on campus.

5. Honor your parents – with income! You can create a gift annuity that provides income to your parents for life, and then the remainder comes to Clarkson. You get a tax deduction and help both your parents and Clarkson.

6. A simple gift – Creating a bequest in your will or living trust may be an easy way to start a legacy gift. Size is unimportant. A bequest may be for a specific amount or asset, a percentage, a remainder or a contingency. It might memorialize a family member or the family name.

7. A smart choiceRetirement plan assets are expensive to inherit, since the beneficiary must pay tax on income from the plan. It may be tax-advantageous to further your philanthropic legacy and plan a gift of retirement plan assets to Clarkson and bequeath other assets to heirs.

8. "Insure" the future - Naming Clarkson beneficiary or partial beneficiary of a life insurance policy is another easy way to say thanks and create a legacy gift for Clarkson.

9. Plan for retirement income - You may create a charitable remainder trust or charitable gift annuity  and defer the start of the income payments back to you until retirement.  Your tax-deductible gifts grow tax-free. Request our workbook Will a Gift-with-income Plan Work for Me? Use our gift calculator to create your own gift-with-income projection or request a projection from Clarkson.

10. Share Clarkson– You can pledge at least $2,500 per year for four years and provide a direct scholarship to help a needy and deserving student access a Clarkson education.

11. Creative gifts - Your giving doesn't always need to be cash. Stocks, bonds, real estate, real property and business interests are just some of the assets you can use to make a difference at Clarkson and help achieve your financial and philanthropic goals. For more ideas on creating a gift plan using non-cash assets request our workbook Gift Planning with Non-cash Assets.

Anniversary reunion gifts may count in the Evolution to Excellence fundraising campaign, and may be eligible for recognition at The Roundtable level. Review Anniversary Reunion Year Gift Counting Guidelines.

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

Is it time to create or update your will? For help getting organized before meeting with your attorney request our Estate Planning Organizer.

Your estate plan for Clarkson's future may make you a member of the Annie Clarkson Society.


This web page does not provide legal or financial advice, nor is it a comprehensive review of the topic. You should consult your legal and financial advisors and Clarkson University before making or planning your gift. (rev. 2/2014)

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