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Planned Giving

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SUNY: The New Estate Plan: Modern Solutions for Modern Families
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Mission
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Plan Your Will

Plan Your Will
Plan Your Will
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.
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Wills Guide
Wills Guide
Are you ready to plan your will or trust? We would like to give you a FREE Wills Guide. This helpful information may enable you to successfully plan your estate and avoid an accidental disinheritance.
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Bequest Language
Bequest Language
An excellent way for you to support Alfred State's mission is to leave us a bequest in your will, living trust or with a codicil. One significant benefit of making a gift by bequest is that it allows you to continue to use the property you will leave to charity during your life. Another benefit is that you are able to leave a lasting legacy.
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Advisors
Advisors
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.
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Gift Calculator
Gift Calculator
View a presentation that shows the benefits of a planned gift based on your property and goals.
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Learn About Wills
Learn About Wills
There are a variety of ways to plan for your family and loved ones with a will or living trust. View the presentations below to learn more about wills and estate planning.
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This site is meant to be informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your estate, Alfred State encourages you to please consult a qualified professional advisor.