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Your Gifts at Work

Bequests
Couple's Support Recognizes Assistance She Received
Education Had Lasting Influence on Life, Career
Important for the Future: Alumna Leaves Gift for the Next Generation
Alumnus Believes It Is His Privilege to Help Future Generations
"Pick Something That's Important to You and Support It"
Making a Gift Tomorrow, Honoring Family Needs Today
1962 Graduate Steve Martin "Pleased With Direction That Rensselaer Is Headed"
John Hill Shaw III '67: I Feel Very Good About This Planned Gift
Graduate Fulfills Promise to Pay Rensselaer Back for His "Great Education"

Beneficiary Designations
Applying Science to the Common Purposes of Life
Sharing a Dream With Future Rensselaer Students
Rensselaer Graduates Begin Estate Planning Early
Investing in the Lives of People

Charitable Gift Annuities
Rensselaer: An Education for Life
Henry J. Lopez '53: "The Years Have Been Good to Us"
In Loving Memory of a Loving Marriage

Charitable Remainder Trust
What Rensselaer Meant to His Life - Donor Ensures that Other Students Will Have Same Opportunities
Dream Home Turns Into Gift of a Lifetime
Charitable Remainder Trust Benefits Rensselaer and Claire and Roland Schmitt
Jerry Ellsworth's Creative Giving Yields a Bountiful Future
"Gratitude" Prompts Generous Gift

Endowed Gifts
A Meaningful Legacy
Honoring Parents With a Lasting Legacy
A Lasting Legacy
Alum’s Gift Honors Dad’s Efforts to Send Him to Rensselaer
The Gift of Opportunity: Educator Helps Talented Students Through Estate Gift
Giving Students a Chance at a Rensselaer Education
Building a Foundation
Couple Provides Life-Altering Opportunity for Engineering Major
H.M. Falkson Scholarship Launches Student's Dream Career
Giving to Rensselaer's Endowment Fund Has a Lasting Impact
Professor John Gowdy: Lloyd Rittenhouse '35 Still "Making a Difference"

Memorial and Honorary Gifts
One Family's Rensselaer Legacy
Alumna Invests in Future  
Leave a Living Legacy
Trailblazing Alumnus Remembers His Beginnings at Rensselaer
Angela Borton: "I Wouldn't Be Here Without This Scholarship..."
Alumnus' Love for Hockey and Rensselaer Live on in Memorial Scholarship
Slezak Memorial Fellowship Recipient Recognized for Outstanding Work
Making a Difference

Appreciated Assets
Taking a "Hands-on" Approach to Gift Planning
A Gift of Lasting Value

More Estate Plan Gifts
A Legacy of Hope: One Alum's Gift
Learning Lessons for Life
Gratitude Motivates Legacy Gifts
Legacy, Impact Motivate Family Giving
Rensselaer Education Helps in Multiple Career Paths
Building a Future
Gifts of Gratitude Will Help Sustain the Growth of Rensselaer
Pavan Scholarship Seeks to Open Doors
Architectural Success Inspires Scholarship to Help Others Succeed

eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to Rensselaer Polytechnic Institute a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to Rensselaer Polytechnic Institute, a nonprofit corporation currently located at 110 8th St., Troy, NY 12180-3590, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Rensselaer or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Rensselaer as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Rensselaer as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Rensselaer where you agree to make a gift to Rensselaer and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.