Explore Planned Giving
Planned gifts help ensure the future of the university’s robust scientific enterprise. A planned gift—whether it is designated for a specific area of research or for purposes guided by the university president—may be made through a will or a variety of charitable gift arrangements.
The guide below will help you to learn more about which planned giving vehicle might be best for you.
If you would like to learn more about making a planned gift to The Rockefeller University, please contact Vickie Lister, Senior Director of Planned Giving. The Rockefeller University recommends that you consult with your legal and financial advisors before proceeding with any planned gift.
| Benefit | Wills or Estate Plans | Charitable Remainder Trust | Charitable Lead Trust |
|---|---|---|---|
| Maintain full control of assets throughout your lifetime |  |
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| Reduce the size of your taxable estate | |
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| Receive reliable income throughout your life | |
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| Minimize capital gains tax on donated appreciated property | |
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| Create immediate income tax benefits | |