We in the development office at Wagner are dedicated to helping you structure your gift to Wagner in a way that joins your philanthropic goals with Wagner’s needs while best achieving your personal financial objectives.  

If, for instance, you wish to retain full control of your assets during your lifetime and receive an estate tax deduction, a bequest in your will or living trust may be the best option.  If you wish to avoid double taxation on IRAs, 401k plans or defined contribution plans, naming Wagner as the beneficiary of your retirement plan at death is worth considering.  Preserving lifetime use of a home or farm can be accomplished through a retained life estate.  A gift of life insurance is a particularly effective way of  providing for Wagner at a level much higher than one might have been able to afford during one’s lifetime.  

Convert cash or securities to a higher income level, receive guaranteed payments for life (partly tax free) and an immediate income tax deduction, by funding a charitable gift annuity .  Placing highly appreciated assets in a charitable remainder trust results in an income tax deduction, avoids capital gains tax and provides income to the donor.  If you wish to pass assets on to your family with minimal or no gift or estate taxes and make a current gift to Wagner, a charitable lead trust may be the best option.  

For additional information about these and other methods of gift planning at Wagner College, please contact Frank Young, director of major gifts, at (718) 420-4494 or by e-mail at frank.young@wagner.edu.