e-newsletter

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About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause. Learn More
IRA Charitable Rollover

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA. Learn More
Charitable Gift Annuity

A charitable gift annuity is a great way you can make a great gift to our organization and benefit. You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life. Learn More

Monday October 2, 2023

News

Thank you for your interest in Alfred State. Our hope is to serve you and your family with helpful information. OUR NEWS

Personal Planner

Separate & Joint Property

"My brother Pete and I own a ranch together," said Joe to his advisor. "We...

We are delighted to make available to you our weekly planned giving e-newsletter. Many of our friends find this very interesting and helpful. It features news from Washington, Savvy Living, gift stories, finance news and timely articles....

Washington News

IRS Chatbots Help 13 Million Taxpayers

In IR-2023-178 the Internal Revenue Service (IRS) announced the use of...

Savvy Living

Does Medicare Cover Getting a Second Medical Opinion?

The doctor I currently see thinks I need a knee replacement, but I would...

Planned Giving

About Bequests

IRA Charitable Rollover

Charitable Gift Annuity

News

Personal Planner

E-Newsletter

Washington News

Savvy Living