50th Reunion & Golden Years

Honor the Past and Plan for Future Generations
50th & Golden Years ReunionsFiftieth and Golden Year reunions are times to give thanks. Thanks to friends and families. Thanks for opportunities and accomplishments. Thanks to those who came before us. Many individuals you never knew made gifts to Clarkson over 50 years ago so that you might receive your education. Your giving now to Clarkson validates their wisdom and ensures a Clarkson education for those who will come after you. In this way your giving connects you to Clarkson’s past and its future.

Review Anniversary Reunion Year Gift Counting Guidelines.

The Clarkson Fund – Just as others have done for generations, your special gift to the Clarkson Fund helps students right now. And it’s easy to make a gift online. Your annual gift really does make a difference in the lives of students, have you thought about creating a bequest to “endow” your annual gift?

Income for you and/or loved ones - You may create a charitable 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 Clarkson. You can generate a fixed or variable income stream to start now or sometime in the future. Request our workbook Will a Gift-with-income Plan Work for Me? You can use our gift calculator to create your own gift-with-income projection or request a projection from Clarkson.

A special naming opportunity – 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.

A special gift — Individuals often make a special gift in honor of their anniversary reunion. 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: athletic facility upgrades, classroom renovations, laboratory equipment replacements. Your gift, even pledged over several years, can make a big difference for students.

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

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 annuity or charitable trust through your estate to provide income to loved ones before a gift ultimately goes to Clarkson.

A tax-wise plan – Retirement 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 to plan a gift of retirement plan assets to Clarkson and bequeath other assets to heirs.

A gift of your home — You may create a retained life estate, generate an income tax deduction, and gift your home to Clarkson while retaining the right to live there as long as you wish.

For further information on gift-with-income plans request our workbook Will a Gift-with-income Plan Work for Me? You can use our gift calculator to create your own gift-with-income projection or request a projection from Clarkson.

For more ideas on creating a gift plan using non-cash assets request our workbook Gift Planning with Non-cash Assets.

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

Is it time to update your will? For help getting organized before meeting with your attorney request our Estate Planning Organizer. And if you would like to document your legal arrangements and final instructions for your survivors request our Personal Affairs Organizer.

Your 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 advisers and Clarkson University before making or planning your gift.