ÔÂÉ«Ö±²¥ is dedicated to fostering academic excellence, community involvement, and student success. Through innovative programs, scholarships, and community partnerships, we prepare students to make a lasting impact in Western New York and beyond.
Your legacy gift helps ensure that future generations of students continue to benefit from exceptional educational opportunities and transformative experiences. By including ÔÂÉ«Ö±²¥ in your estate plans, you create a lasting impact that supports our mission for years to come.
Ways to Give
We offer several ways to partner with ÔÂÉ«Ö±²¥; choose the option that suits you best.
Contact our Office of Institutional Advancement at (716) 839-8212.
To make a gift by check, please make payable to: ÔÂÉ«Ö±²¥
Send it with your gift designation to: ÔÂÉ«Ö±²¥â€¨Office of Institutional Advancement,
4380 Main Street,
Amherst, NY 14226
For tax purposes: Gifts sent by USPS must be postmarked by December 31; gifts sent via FedEx or courier must be received by December 31.
To maximize your impact and receive potential tax benefits, consider donating appreciated stocks or mutual funds directly to ÔÂÉ«Ö±²¥.
This allows you to:
- Avoid capital gains tax on appreciated assets, and
- Claim a full tax deduction for the fair market value of your gift.
Any in-kind gift may be liquidated, and the donor will be credited on an item for item basis.
These gifts must be unrestricted or used for specific approved purposes. Please provide an appraisal or valuation for tax reporting.
As part of the Canavan Planned Giving Society, Planned or deferred gifts, such as bequests or gifts from estate plans, help secure ÔÂÉ«Ö±²¥â€™s future. These gifts are typically made through assets in your estate rather than current income.
Planned giving options
There are many ways to include ÔÂÉ«Ö±²¥ in your long-term charitable plans. Review the options below and consult your professional advisor to determine what may be right for you.
- Appreciated securities
- Beneficiary designation
- Bequests charitable gift annuity
- Charitable lead trust
- Charitable remainder trust
- Complex assets
- Donor advised funds
- IRA qualified charitable tax deduction
- Personal property real estate
- Retirement plan assets
Explore the table below to learn about the most common planned giving options and how they can help you create a lasting legacy at ÔÂÉ«Ö±²¥ while offering potential tax advantages.
| Gift types | When to give | Ways to give | Potential tax savings |
|---|---|---|---|
| Appreciated securities | Lifetime or through an estate gift | Stocks, bonds or mutual funds | Capital gains |
| Beneficiary designation | Through an estate gift | Cash | Estate tax or income tax |
| Bequest | Through an estate gift | Cash, appreciated securities, or real estate/property | Estate tax, capital gains |
| Charitable gift annuity | Lifetime or through an estate gift | Cash or appreciated securities | Income tax, capital gains, or estate tax |
| Charitable lead trust | Lifetime or through an estate gift | Cash, appreciated securities, real estate/property, or complex assets | Income tax, capital gains, gift tax, or estate tax |
| Charitable remainder trust | Lifetime or through an estate gift | Cash, appreciated securities, real estate/property, or complex assets | Income tax, capital gains, or estate tax |
| Complex assets | Lifetime | Multiple options | Income tax, capital gains, or estate tax |
| IRA qualified charitable distribution | Lifetime (70+ or older) | Through your IRA | Income tax |
| Personal property | Lifetime or through an estate gift | Personal property | Capital gains, income tax, estate tax |
| Real estate | Lifetime or through an estate gift | Real estate | Capital gains, estate tax, income tax |