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Create Your Plan Estate Planning Guide E-newsletter The Peterson Society
  • Bequest—If you are looking for a way to leave a lasting legacy, consider naming us as a beneficiary of your will or trust. This is among the most popular ways to give back and allows you to continue to use your assets.

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  • A charitable gift annuity is a great way to support our mission while leaving a lasting legacy

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  • IRA Charitable Rollover—If you are 70 1/2 or older, an IRA rollover gift is a great way to support our mission, manage your income and taxes and simplify your charitable giving.

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Peace of Mind Gift Annuity

Peace of Mind Gift Annuity

Many years ago, Clara bought a home. Since she was very pleased with the home, she decided to buy stock in the company that built it. Over the years, the stock has increased in value many times.

Clara: I have enjoyed my home and I thought if I like my home, other people would like theirs. Because I was a happy homeowner, I purchased shares of stock in this homebuilder. It was a good investment.

While the stock has gone up in value several times, I am now tired of guessing the market. In the last few years, the stock has gone up and down in value. I think it would be much better to have a good fixed return and not worry about the stock markets.

Clara called her favorite charity and discovered that she could receive a return of almost 6.4%, based upon her age. This fixed payment was in addition to a large income tax deduction. Clara decided to transfer $10,000 of appreciated stock to our organization.

Clara: I am delighted with my gift annuity. I receive 6.4% and saved over $1,500 in income taxes. This plan has been great. Best of all, I no longer have to watch the markets go up and down. I now have peace of mind.

*Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since your gift annuity benefits may be different, you may want to click here to view a color example of your benefits.


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Giving to Buffalo State

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Phone: (716) 878-4658  •  bscfoundation@buffalostate.edu