Wills and Living Trusts
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You want to leave money to The College of Saint Rose in your will. You also want the flexibility to change your will in the event that life circumstances change. You can do both.
In as little as one sentence, you can complete your gift. This type of donation to Saint Rose in your will or living trust helps ensure that we continue our mission for years to come.
See How It Works
An Example of How It Works
Meet Tom and Martha. When they got married and created a will, they included a $75,000 gift to Saint Rose. As the family grew to include three children, Tom and Martha decided to revise their gift to ensure their children's future financial security.
They met with their attorney and revised the gift language so that Saint Rose received a percentage of their estate, instead of a specific amount. Tom and Martha now rest easy knowing their plans will provide for the people and charitable work they love.
The people mentioned in this example are fictional and not our actual donors.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.
- Contact Ian Farrell at 518-454-5113 or email@example.com for additional information on bequests or to chat more about the different options for including Saint Rose in your will or estate plan.
- Seek the advice of your financial or legal advisor.
- If you include Saint Rose in your plans, please use our legal name and federal tax ID.
Legal Name: The College of Saint Rose
Address: 432 Western Ave., Albany, NY 12203
Federal Tax ID Number: 141338371
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