Clarkson can be named beneficiary, or both owner and beneficiary of a policy. Testamentary Trusts - All or a portion of your estate may be left in trust. The income goes to one or more beneficiaries. At their deaths, the trust proceeds come to Clarkson. In addition to meeting philanthropic goals, deferred gift plans are also effective tools to meet other financial planning goals.
Donors often see increased income from translating low-yielding securities to life income gifts.
Gift plans may yield current charitable deductions, save on capital gains taxes, provide income for a loved one, save on estate taxes or assist in passing assets to heirs. Continue the vision of Annie Clarkson and help lay the foundation for the future of Clarkson University by becoming a member of the Miss Annie Society. If you have already made a plan for Clarkson, thank you. Please let us know so we may add your name to the membership list. Though not required for membership, knowing the nature of your gift and how you wish it to be used is useful to our planning.