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Giving to Adelphi

Planned Giving

A Gift That Honors a Life

Memorials and Tributes

Making a memorial gift to Adelphi is an opportunity for members of the University community to honor the life or accomplishments of a relative, colleague, classmate, or friend.

As you walk through Adelphi's campus, you will see monuments, benches and gardens, facilities, classrooms, and learning spaces that bear the names of loved ones to whom alumni and friends have paid tribute throughout the years. Others have chosen to endow scholarships, programs and events in the name of someone special-allowing that person's memory to live on, while also impacting the lives of Adelphi students through their meaningful generosity.

A memorial gift can be made today-using cash, stocks, bonds, insurance policies or real estate-or in the future, by including a bequest in your Will, which will provide funding to Adelphi after your lifetime.

Learn How to Fund It

You can create a memorial gift using the following assets:

  1. Contact Brady M. Crook at 516.877.3258 or for additional information on creating a memorial gift at Adelphi.
  2. Seek the advice of your financial or legal advisor.
  3. If you make a memorial gift to Adelphi through your estate, please use Adelphi's legal name and federal tax ID.

Legal Name: Adelphi University
Address: Garden City, NY
Federal Tax ID Number: #11-1630741

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

Please provide the following information to view the materials for planning your estate.