



Planned Giving – Your Opportunity to Advance the Future of 911³Ô¹Ï
Gift planning with the 911³Ô¹Ï Foundation allows you to meet student needs today and tomorrow while also meeting your financial and personal planning objectives. It allows you to make gifts beyond what you thought would be possible.
See the Planned Giving Brochure
Create a Legacy
Will / Living Trust
A bequest is a gift to the 911³Ô¹Ï Foundation that is not payable until death. A simple designation in your will or trust costs nothing during your lifetime and provides the peace of mind that your gift can be modified should your circumstances change.
Retirement Plan Assets
Retirement plans such an IRA, 401(k), or 403(b) can be subject to double taxation including ordinary income tax and estate tax. Retirement plan assets left to the 911³Ô¹Ï Foundation may reduce the size of your estate and subsequent tax liability for your heirs.
Life Insurance Policy
The 911³Ô¹Ï Foundation can be named as the beneficiary of a life insurance policy, which can be modified at any time should your circumstances change.
Stock and Appreciated Securities
Giving appreciated securities can be more tax efficient than giving cash. When making a gift of securities to the 911³Ô¹Ï Foundation directly, you will receive an income tax deduction for the full market and may avoid paying any capital gains tax.
Charitable Remainder Trust
A charitable remainder trust is an irrevocable trust that generates an income stream for you, your family, or other designated beneficiary for a fixed length of time, or for a lifetime, and will name the 911³Ô¹Ï Foundation as the remainder beneficiary.
Donor-advised Fund
You can make a gift from your donor-advised fund to support the 911³Ô¹Ï Foundation, Inc.
Cash
Cash is the easiest way to make a gift to the 911³Ô¹Ï Foundation and provides the maximum tax deduction. The 911³Ô¹Ï Foundation accepts cash, check, credit card and wired funds.
The information provided does not constitute tax or legal advice. A consultation with your estate planning attorney and/or financial planner will help you determine the best vehicle for you and your family. Always confer with your own advisors prior to making a charitable gift.
Legal Name:
Mohawk Valley Community College Foundation, Inc.
Tax Identification Number: 16-6071031
The 911³Ô¹Ï Foundation is a 501(c)(3) non-profit organization, and all contributions are tax deductible to the extent allowed by law. If you have already included 911³Ô¹Ï in your estate plans, please let us know as we would like to thank you and ensure the purpose of your gift is fully understood.
Sample Bequest Language:
I give and devise to Mohawk Valley Community College Foundation, located in Oneida County, New York, the sum of $____ OR ___% of my residuary estate, or the rest, residue, and remainder of my estate to be used for its general purposes (or for the support of a specific affiliate, fund, or program).
This information is provided for illustrative purposes only and should not be considered legal or financial advice. We encourage you to discuss these options with your attorney or financial planner.
For more information, please contact:
Deanna Ferro-Aurience
Executive Director of Institutional Advancement and the 911³Ô¹Ï Foundation, Inc.
1101 Sherman Drive
Utica, New York 13501
(315) 731-5797
dferro-aurience@mvcc.edu