Gift Planning

Many Siena College alumni, friends and donors choose to support the college’s mission through planned gifts, which include gifts of appreciated marketable securities like stocks and bonds; estate gifts through a bequest in a will or trust; gifts like charitable gift annuities or charitable remainder trusts that provide a lifetime income stream to the donor; and other gifts of real estate, life insurance or retirement plans.

Planned gifts provide financial flexibility and various tax benefits. Planned gifts also provide an effective means of financial stewardship, redirecting money that would otherwise become lost to estate, capital gains or income taxes. Planned gifts require careful consideration of a donor's personal, financial and charitable goals and desires. Our Gift Planning staff will work closely with your advisors to design the gift that best suits your needs.

By making your planned gift at Siena College, you'll become a member of the prestigious St. Francis Society, which recognizes those individuals who have included the college in their long-term financial and estate plans. Click on any of the links in the navigation bat to the left to learn more about the various planned giving options available at Siena College.

In addition to the information provided herein, Siena’s planned giving staff is pleased to provide additional information or assistance. Please contact Jack Sise, Esq. '75, Director of Gift Planning at 518-783-2432.