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A Family-First Philosophy

Take Care of Your Own and Then SUNY New Paltz Foundation

They say charity starts at home, and that can be especially true during uncertain economic times. If you’re worried that you won’t be able to provide for your family, you might overlook a gift to the organizations and causes that also need your support.

Through gift planning, you can choose a method of giving that protects your family’s needs and offers greater tax savings. Here are a few ways you can support SUNY New Paltz Foundation.

  • A gift in your will. You may find the flexibility of naming SUNY New Paltz Foundation in your will or living trust appealing because you can change your mind at any time. By leaving a percentage of your estate to New Paltz, gifts to family members and other loved ones remain proportional no matter how your estate fluctuates over the years.
  • Retirement plan assets. Because retirement plan assets can be heavily taxed when left to family, it can be tax-savvy to leave these assets to charity through beneficiary designations.
  • Life insurance. Life insurance is a simple way to make a big impact. You can leave all or a portion of your life insurance policy to New Paltz.
  • Charitable gift annuity. Charitable gift annuities are a strong gift option. Contact us to learn more about this way to give.

How to Give

Looking for other ways to give to SUNY New Paltz Foundation? Contact Barbara Caldwell at 845-257-3940 or to find a gift that best fits your situation. We are happy to help!

eBrochure Request Form

Please provide the following information to view the brochure.

Bequest Language

Gifts given through wills are known as bequests. Bequests are the most common and simplest way of making a deferred gift. To make a bequest, simply add the following language to your will:

"I, [name], of [city, state ZIP], give, devise and bequeath to SUNY New Paltz Foundation [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."
The tax id # of the Foundation is: 22-2141645.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.