Planned Giving

Fredonia College Foundation
272 Central Avenue
SUNY Fredonia
Fredonia, NY 14063
Phone: (716) 673-3321
Fax: (716) 673-3325

Dallas K. Beal Legacy Society
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Charitable Remainder Trusts

Charitable Remainder Trusts: Getting Started
You can design a trust that supports our mission and meets your unique needs. More

Is This Gift Right for You?
See if you fit the profile of a charitable remainder trust donor. More

Case Study
See how a charitable remainder trust fits into one person's plans. More

What If You Don't Need the Payments Right Away?
If you prefer to receive your trust payments at a later date, there are three popular types of unitrusts to choose from. More

3 Ways to Fund Your Charitable Trust
Read on to learn the best assets to fund your charitable remainder trust. More

Choosing Your Trustee
Consider these factors when deciding who will fill this important position. More

How to Complete Your Gift
In five steps, you can design a trust to fit your unique circumstances. More

Action Items
Take these steps to learn how a charitable remainder trust could fit into your charitable giving plans. More

Contact Us   |  Planned Giving Homepage  

All planned gifts are subject to current Fredonia College Foundation
Gift Policies.