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Gift Plans with Tax Advantages and Income Opportunities

Some gift plans enable you to make a generous gift to The Rockefeller University and—at the same time—derive immediate income tax and capital gains tax savings, as well as a possible reduction in federal estate taxes. In addition, certain gift plans may provide income to you and other family members or friends. The University’s charitable gift arrangements include:

Please contact Vickie Lister, Senior Director of Planned Giving, to learn more about gift plans that offer tax savings and/or income opportunities. The Rockefeller University recommends that you consult with your legal and financial advisors before proceeding with any planned gift.