A legacy gift enables you to support Niagara University, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes help us meet our current goals and plan further into the future.
By including Niagara University in your will or trust, naming the university as a beneficiary of all or part of a life insurance policy or retirement assets, or taking advantage of other giving opportunities, you can preserve your assets now and support Niagara University for years to come.
Let us help you make the gift that's right for you. Request a confidential, no-obligation conversation to get started.Get in Touch with Us
When you make a gift to Niagara University from your will or trust, you'll be welcomed into the Marcus Brown Heritage Society and join other supporters and friends of our important mission. Is Niagara University already in your estate plans? Please let us know so we can properly thank you and make sure your gift will be used as you've intended.
The benefits of joining the Marcus Brown Heritage Society include:
The most important benefit, of course, is the satisfaction of knowing that you have made a commitment to an enduring investment in the future of Niagara University and have made an impact on the lives of our students, which is immeasurable.Join Now Document Your Gift
Planned gifts support many areas of the university, from endowment to capital improvements and scholarships. The following alumni and friends have left Niagara University a legacy gift and are recognized as members of our Heritage Society:
Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide when NU receives your givt.
When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.
Designate NU 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.
If you're 70 ½ or older, you can make a gift directly from your IRA to NU . 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 if you are 72 (70 ½ before January 1, 2020) or older.
The most common planned gift is simple to make! A provision in your will or trust can provide a future gift to Niagara University and make no impact in your current spending or lifestyle.
Naming Niagara University as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.
Name Niagara University 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 Niagara University as the owner and beneficiary.
You can turn underperforming assets (stock, cash in a savings account, CDs, savings bonds, etc.) into a gift to NU that provides income to you. Your Charitable Gift Annuity will give you quarterly, fixed payments for life and tax benefits, too.
Donors just like you have made a real impact by adding just a few words.
Robert and Maureen Wellner Support Niagara to Ensure its Future for StudentsThe Wellners' Story
The Heartwarming Story Behind the Joanne F. Yelen Memorial Scholarship FundJoanne Yelen's Story
Kathryn Rafter, '75, Believes in Investing in the Niagara University ExperienceRead Kathryn Rafter's Story
First in the FamilyRead Hon. Paul J. Yesawich's Story
Dr. John Garrett Remembers Positive NU Experience and Lifelong FriendRead Dr. John Garrett's Story
Michael, '72 and Rosemary, '73 Salamone Make a Charitable Gift Annuity to Support Nursing StudentsRead Michael and Rosemary Salamone's Story
Jessica Kemp '04 Makes Life Insurance Gift in Thanks for All of the Education and Athletic Opportunities NU ProvidedRead Jessica Kemp's Story
Dr. Ross Louis Fanara '63 Establishes Gift Annuity in Gratitude for His Pre-Med EducationRead Dr. Ross Louis Fanara's Story
Thomas Gibbons, '72, M.S.Ed.'75, and His Wife Leave a Legacy Gift to Honor His ParentsRead Thomas Gibbon's Story
Larry & Linda Sundram Make Estate-Plan Gift to Support Niagara in Gratitude for All the Blessings They Have ReceivedRead Larry & Linda Sundram's Story
"MC" Harney Miller, '89, Keeps Cheering for Niagara University with a Gift in Her Estate PlanRead Harney Miller's Story
Entrepreneur and Philanthropist Rose Bente Lee Ostapenko Supports Endowed Chair with Estate-Plan GiftRead Rose Bente Lee Ostapenko's Story
Owen A. Boylan, '56, DDS, Remembered Niagara University Through His Estate PlanningRead Doctor Owen A. Boylan 's Story
The Travers' Thoughtful Estate Planning Will Help Future NU Theatre StudentsRead Arthur and Barbara (Nagengast) Traver's Story
The J. Jerome Nykiel, '74 Memorial Scholarship Supports College of Business StudentsRead J. Jerome (Jerry) Nykiel's Story
Engineering A LegacyRead Michael P. Maloney's Story
Dr. Timothy Belavich, '92, Expresses Gratitude for His Niagara Education with a Planned GiftRead Dr. Belavich's Story
Endowment Funds Honor Alum and the Love Story that Began at NiagaraRead Dr. Robert E. Ford's Story
Dr. Sharon Watkinson Supports the University that Gave Her So MuchDr. Watkinson's Story
Use the Form Below to Get In Touch with One of Our Gift Officers.
Let us know how we can help you include Niagara University in your estate plans. Discussing your charitable giving intentions with us will ensure that your gift is used just as you wish.
Click below for directions on how to make an estate gift and sample language for including Niagara University in your will or trust.
Click Here for Advisor Guide Click Here for Estate Planning Guide