Charitable Gift Annuity
Gifts That Pay You Income
There's a way for you to support Syracuse University and feel confident that you have dependable income in your retirement years. You can do this with a charitable gift annuity.
This type of donation can provide you with regular payments and allow Syracuse University to continue our teaching and research for years to come. You can also qualify for a variety of tax benefits, including a federal income tax charitable deduction when you itemize.
Gifts That Pay
Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.
See How It Works
An Example From Syracuse University
Allen Berger ’57, G’66 has always been a strong proponent of the written word, and of sharing the joys of reading with others. For several years, he taught high school English and reading, then he was offered the opportunity to earn a doctorate in education from Syracuse University.
To honor his parents, Henry and Goldie Berger, who built a successful tailor shop and dry cleaning business in his hometown, Berger recently established the Dr. Allen Berger Endowed Scholarship. Funded through a planned gift, the scholarship will provide financial assistance to graduate students enrolled in the School of Education, with preference given to literacy education students.
“Syracuse University changed my life,” he says. “When I was considering endowing a scholarship, I thought about the different places where I worked, and decided I would give to Syracuse. I was very fortunate to have a graduate assistant job when I was there, and that was wonderful. I want someone else to be able to have the same experience.”
Read his full story.
Calculate Your Benefits
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Your Next Steps
- Contact Lynne Marie S. Jones, CFRE at 888.352.9535 or GiftPlan@syr.edu for additional information on charitable gift annuities or to chat more about the personal benefits of creating an annuity with Syracuse University.
- Seek the advice of your financial or legal advisor.
- If you include Syracuse University in your plans, please use our legal name and federal tax ID.
Legal Name: Syracuse University
Address: 640 Skytop Road, 2nd Floor, Syracuse, NY 13244-5160
Federal Tax ID Number: 15-0532081
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance. A copy of our most recently filed financial report is available from the Charities Registry on the New York State Attorney General’s website (www.charitiesnys.com) or, upon request, by contacting the New York State Attorney General, Charities Bureau, 28 Liberty Street, New York, NY 10005, or us at 640 Skytop Road, 2nd Floor, Syracuse, NY 13244-5160. You also may obtain information on charitable organizations from the New York State Office of the Attorney General at www.charitiesnys.com or (212) 416-8401.