University Advancement :: University of Rochester

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Planned giving blog

Timing the Delivery of Your Year-End Gift to Ensure It Qualifies for a Charitable Tax Deduction

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Member stories

Find out how donors like you have made a lasting impact at University of Rochester.

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Language for your will

Explore the different types of bequests available for you to meet your philanthropic goals.

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Gift Annuity Rates Increased, New Funding Opportunity. Read more...

How the Omnibus Bill Is Affecting Charitable Giving. Read more...

Welcome to gift planning

Welcome! Making a planned gift can have a tremendous and meaningful
impact—transforming the lives of future generations at the University of Rochester. A gift of this nature can create a personal legacy and a chance to integrate your financial goals with charitable giving. We thank you for your interest and invite you to explore ways to give, what to give, and our life stage planner as you consider your financial options and objectives. If you are looking for tax savings, increasing income during retirement, or making a bequest or a reunion gift, our office of trusts, estates & gift planning is here to help.

Deferred and estate gift plans

Charitable bequests by will or trust

We invite you to consider leaving a legacy for the University of Rochester through your will.

Simple gifts by beneficiary designation

Designating the University as a beneficiary is a simple way to support the University.

Gift plans that pay income

Life-income gifts are managed in the University of Rochester endowment. This is a unique opportunity for donors who want to support the University to benefit from the growth, diversified portfolio, and low-cost management of the University endowment. Consider the benefits of enjoying income now while ensuring future financial support for our mission.

Charitable gift annuities

Learn how you can make a gift today and receive income for life through a charitable gift annuity.

Charitable remainder trusts

Learn about one of the most popular giving options that provides income for life.

Gifts of immediate impact

Qualified charitable distributions from an IRA—QCDs

Tax-free Gifts from a retirement account.

Donor-advised funds

Learn about how you can make a charitable contribution and make grants at a later time.

Wilson Society

Member stories

Learn about donors who are leaving their legacy at University of Rochester.

Wilson Society membership

The Wilson Society recognizes those who have provided for University of Rochester in their wills or other estate plans.

Aerial view of the University of Rochester campus and the downtown Rochester skyline

Life Stage Gift Planner™

Plan your gift at any life stage

At various stages of our lives, we all deal with different issues, financial and otherwise. Find the right gift at any stage.

Under Age 60 Ages 60–70 Over Age 70

Address for US Mail:
University of Rochester
Box 278799
Rochester, NY 14627-8799

Address for deliveries requiring a signature:
(FedEx, UPS, etc...)
University of Rochester
Office of Trusts, Estates & Gift Planning
300 East River Road, #117
Rochester, NY 14623

Phone: (800) MELIORA - (585) 275-8894
Fax: (585) 276-1986
Email: giftplanning@rochester.edu

University of Rochester
Federal Tax ID# 16-0743209

Explore:

Advancement

Crowd Funding

Endowment

Securities/Wire Transfers

Wilson’s Days: The Life and Legacy of Joseph C. Wilson