The IRA Charitable Rollover

If you are 70½ years old or older, you may be eligible to transfer, or “rollover,” distributions from your IRA directly to Clarkson. IRA Charitable Rollover Qualifications: The IRA owner must be at least 70½ years old at the time a rollover is made. The combined value of all rollovers may be up to $100,000 […]

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Resources

Glossary Contact: Bob Ahlfeld Director of Annie Clarkson Society and Gift Planning Clarkson University 8 Clarkson Avenue Box 5522 Woodstock Lodge Potsdam, NY 13699 315-268-7894 315-212-2686 (cell) 315-268-7777 (fax) rahlfeld@clarkson.edu We Can Provide: Sample gift calculations and illustrations for your clients Specific language for named endowed fund agreements Fact sheets explaining various gifting options Gift […]

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Estate Planning Organizer

What do you want to become of your online accounts, photos stored in the cloud, social media, online subscriptions and others? Remember, digital account information can change frequently, so we suggest that you review your information and make changes as necessary. The new Organizer will help you plan accordingly. You should decide how your legacy […]

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Gift Annuity Rates Going Up

The American Council on Gift Annuities (ACGA) has recommended maximum gift annuity payout rates since 1927. Clarkson and more than 95% of charities follow their rate schedule. The ACGA recently approved an increase in the suggested maximum rates effective July 1, 2018. In general, maximum rates are rising between two-tenths to five-tenths percent. Gift annuities […]

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The Munsons Make New Memories for Clarkson and SUNY Potsdam

North Country natives Newton and Memorie Munson have led full lives and rewarding careers. Now living in Williamsburg, Virginia, Newt and Memorie look back to where it all began in the 1960s — in Potsdam, New York. Newt began his term at Clarkson in 1962 as a mechanical engineering major. From modest means, Newt says […]

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Reunion Giving Totals 2018

Anniversary Reunion Giving 2018 Class Totals as of April 30, 2018 Anniversary Percent Giving Goal Percent Giving To date Dollar Gift Goal Gifts To date* ACS Member Goal New Member ACS 1948 – 70th 10% 18% $800,000 $708,006 2 1 1953 – 65th 26% 24% $145,000 $46,447 2 1 1958 – 60th 32% 22% $285,000 […]

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Federal Gifts, Estate and Generation Skipping Tax Exemption Levels

Federal Gift, Estate and Generation Skipping Tax Exemption Levels Year Estate Tax Exemption Generation Skipping Tax Exemption Lifetime Gift Tax Exemption Max Estate & Gift Tax Rates 2016* $5.45 million per person $10.90 million per couple $5.45 million per person $10.90 million per couple $5.45 million per person $10.90 million per couple top rate of […]

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Tax Cuts and Charitable Giving

Background The Tax Cuts and Jobs Act of 2017 (TCJA) was signed into law on December 22, 2017. While there has been a range of reactions to the possible impact of TCJA on charitable giving, there is a lack of specific information to guide donors. This fact sheet will first outline several areas of charitable […]

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Welcome to the Annie Clarkson Society

The mission of the Annie Clarkson Society is to ensure the Clarkson experience for students today and tomorrow. The Society recognizes as members alumni, parents and friends who have planned a deferred gift or created an endowment for Clarkson. The Society encourages and helps others consider outright and deferred gift strategies through service and education […]

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