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Giving to Adelphi

Planned Giving

Meet Our Donors

Geoffrey PalmerA Smart Way to Help Students Today
Geoffrey Palmer ’61 is a longtime supporter of Adelphi. One of the best ways he’s found to help students also benefits him at tax time. More

Carole Katz-FetnerGift Honors Memory and Spirit of Mentor
Carole Katz-Fetner '68 included a gift to Adelphi in her estate plan to support the Ruth S. Harley Scholarship. More

Ruth (Bronfman) MarcusLeaving A Lasting Legacy At Adelphi
"I owe everything to Adelphi," says Ruth (Bronfman) Marcus '64 . More

Geoffrey Palmer '61Moving in the Right Direction
A recipient of the Geoffrey Palmer '61 Scholarship, Ms. Smith said she wouldn't be where she is today without the financial support she has received. More

Dr. Betty L. Forest '47, '10 (Hon.)Making an Impact
Dr. Betty L. Forest '47, '10 (Hon.) touched the lives of thousands during her career as a nurse and nurse educator. Today, she is making a direct impact on Adelphi students through her generous support of the University. More

Dr. Angela M. Jaggar '62, M.A. '65 Proud to Be a Part of Adelphi
"A strong Adelphi is good for Long Island," Dr. Angela M. Jaggar '62, M.A. '65 says. A loyal and generous donor, Dr. Jaggar isn't just a witness to the impact the University and its students make in the surrounding community and greater region, she also plays an active role in strengthening Adelphi. More

Sally-Ann CohenMemorializing Two Remarkable Educators
Growing up, education was never a priority for Sally-Ann Cohen '55, who planned to drop out of Erasmus Hall High School after her junior year. More

Bernadette Gordon M.A. '04,Remembering Bernadette
Anyone who knew Bernadette Gordon M.A. '04, knew how funny she was. More

Leonard Garigliano '57 Gratitude Drives Gifts
When asked about his fondest Adelphi memory, Leonard Garigliano '57 couldn't pick just one. More

Noel Burks '43, M.S.W. ‘65A Tradition of Giving
For Noel Burks '43, M.S.W. ‘65, Adelphi is a family tradition. Her mother, Florence Donaghy, graduated from Adelphi College in Brooklyn in 1914. More

Ruth Gangel Remembering a Beloved Wife
Anyone who knew Frank Gangel also knew that his wife meant the world to him. Ruth Gangel (née Woodroffe) '47, his high school sweetheart, earned her nursing degree at Adelphi University before the two married. More

Milton BelfordBequest Advances the Memory of a Son
In his Will, Milton Belford included a bequest to the University in memory of his late son, David Belford '74. More

HartmannA Conversation With Alumnus and Ruth S. Harley Society Member Robert Hartmann '54
Learn about why he chose Adelphi and his time there. More

Dr. Birdsall Viault '54Dr. Birdsall Viault '54: Alumnus, Past Faculty Member, Ruth S. Harley Society Member
Dr. Birdsall Viault '54 decided to include Adelphi in his estate plans because he recognized what his gift meant to the University. More

Mildred "Millie" KahaneMeet Mildred Kahane '49
For Mildred "Millie" Kahane, supporting this endowed scholarship is all about impact. More

Margaret OlstadMeet Margaret Olstad Cleary '66
How have you included Adelphi in your estate plans? Ten years ago, I created a charitable remainder unitrust (CRUT), consisting entirely of securities. More

eBrochure Request Form

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Let Us Know

  I have included Adelphi University in my estate plans.
  I intend to include Adelphi University in my estate plans.

A charitable bequest is one or two sentences in your will or living trust that leave to Adelphi University a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

"I [Full legal name] give, devise, and bequeath [written amount or percentage of the estate or description of property] to Adelphi University of Garden City, New York. I direct that the proceeds of this bequest be allocated as per my instructions."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Adelphi or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support Adelphi's mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Adelphi as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Adelphi as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Adelphi where you agree to make a gift to Adelphi and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

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