A Gift That Honors a Life
If you have a loved one who has been impacted by Roberts Wesleyan University, establishing a memorial or tribute gift is a meaningful way to honor your loved one or celebrate a special occasion such as a birthday while supporting the work of our mission. Your memorial or tribute gift will be a lasting tribute to your loved one and make a difference in the lives of those we serve.
Example Scenario
When Sarah's father passed away, she knew she wanted to do something that would establish a lasting legacy for him. She remembered that during his lifetime he was always praising Roberts Wesleyan for its tireless efforts to better his community. So Sarah decided to make a gift to Roberts Wesleyan in her father's name using appreciated securities. Not only will her father's legacy live on at Roberts Wesleyan thanks to the gift and a commemorative plaque, but Sarah also received a federal income tax charitable deduction (because she itemizes her taxes) and eliminated capital gains tax on the securities.
How do I fund it?
Your options include:
- Cash
- Appreciated securities
- Real estate
- Tangible personal property
Next Steps
- Contact Marna Distaffen at 585-594-6535 or distaffenm@roberts.edu to talk about supporting Roberts Wesleyan University.
- Seek the advice of your financial or legal advisor.
- If you include Roberts Wesleyan in your plans, please use our legal name and Federal Tax ID.
- Legal Name: Roberts Wesleyan Universit
- Address: 2301 Westside Drive, Rochester, NY 14624-1997
- Federal Tax ID Number: Please contact us for our federal tax ID number.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.
A copy of our most recently filed financial report is available from the Charities Registry on the New York State Attorney General’s website (www.charitiesnys.com) or, upon request, by contacting the New York State Attorney General, Charities Bureau, 28 Liberty Street, New York, NY 10005, or us at 2301 Westside Drive, Rochester, NY 14624-1997. You also may obtain information on charitable organizations from the New York State Office of the Attorney General at www.charitiesnys.com or (212) 416-8401.