Each donor has unique goals and requirements when it comes to gift planning. There are different types of vehicles for every situation, whether you want to avoid estate taxes, provide for loved ones, or simply maximize the benefit of your generosity to The Cooper Union. If you would like to learn more about gift planning at Cooper, contact email@example.com. Read on to learn about the various ways you can include Cooper in your financial and estate planning.
The Society of 1859
If you would like to notify us of your gift planning intentions for Cooper, we welcome you to fill out this form. Donors who share their gift plans with us are inducted into the Society of 1859. Membership in the Society is based not on the size of your gift, but on your willingness to share the details of your thoughtful provision for Cooper through your will, trust, or other gift planning vehicle. Joining the Society does not represent a legally binding agreement, and you are free to change your plans at any time.
Connect with Gift Planning Advisors
The Cooper Union is grateful to the alumni and friends who have offered to provide our donors with guidance related to their financial and charitable goals. To connect with one of the advisors listed below, contact firstname.lastname@example.org.
Barbara Yee ChE'81, Managing Director at Morgan Stanley
With over 20 years of experience in the financial services industry, Barbara has offered to assist fellow Cooper alumni with tax and trust planning, wealth transfer strategies, and other family wealth solutions. Read her bio.
Tracy Green Landauer, Tax and Trusts & Estates Attorney
A partner at Culhane Meadows, Tracy provides personal estate planning, charitable gift planning and closely-held business succession planning to individuals and families. Read her bio.
Provide now for a future gift to The Cooper Union through your estate.
Gifts that Generate Payments to You
These vehicles allow you to make a gift to The Cooper Union while generating income for yourself and your loved ones.
Gifts of Retirement Assets
You can provide a gift to Cooper through your Retirement Account now, or as part of your estate plans.
You can designate The Cooper Union as the beneficiary of a number of assets, including Retirement Plans, Life Insurance and Investment Accounts.
Gifts of Real Estate, Securities, Life Insurance, and Other Property
Your unneeded assets could provide a generous gift to The Cooper Union.