. Learn how leaving a legacy with Union College can help support the causes you care about while continuing to meet your current financial needs.
Gifts From Your Will
General Bequest
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.
Download Bequest Language
Beneficiary Gifts
Retirement Accounts
Naming Union College as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.
Download Beneficiary Gifts
Charitable IRA Rollover
Make a Charitable IRA Rollover
If you're 70 ½ or older, you can make a gift directly from your IRA to Union. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.
Download IRA Rollover Information
Donor Advised Funds
Beneficiary Designation and Grants
Designate Union as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your donor-advised fund.
Learn More About DAFs
Gifts of Life Insurance
Beneficiary Designation and Paid-Up Policies
Name Union College as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name Union College as the owner and beneficiary.
Document Your Gift