Gift Planning

Documenting Your Provision

Tell Us About Your Future Gift

Since Colgate’s founding, estate gifts have established endowed scholarships, created faculty chairs, and supported the University’s general needs through unrestricted endowment. Today, thanks in part to generous estate gifts from alumni and friends, Colgate’s endowment is more than $1 billion.

While welcoming donors into Colgate’s Willow Society, the University currently counts the estimated value of a commitment for anyone 70 or older toward the Campaign for the Third Century. Willow Society members have already contributed more than $150 million in this way to the Campaign.

If Colgate is already in your plans but we are unaware, it is important for Colgate to understand your philanthropic vision and steward your generosity appropriately. Therefore, we invite you to use the secure link below to complete the non-binding documentation sharing your Colgate-related estate plans with us.

If you are age eligible, Colgate will then count your plans toward the Campaign for the Third Century’s $1 billion goal.

Create Your Colgate Legacy

Completing the Form

To advise us of your plans, please click on the link above.

When you do, you will enter the Office of Planned Giving secure Docusign® portal. Follow the steps below:

  1. Enter your name and email address and select “Begin Signing.”
  2. A code will be sent to the email address you entered that you will input on the next screen.
  3. You will need to agree to use the electronic signature and continue.
  4. Complete the form and select the "Finish" button.
  5. You may save a copy of your document by downloading or printing it before exiting the form.
  6. The Office of Planned Giving will receive your form, and you will be sent an acknowledgment welcoming you to the Willow Society.
  7. If possible, to assist us with our record-keeping, please scan a redacted (except for the Colgate reference) copy of the applicable page from your will, living trust, or beneficiary form and send it to the Office of Planned Giving or mail it: Advancement, Colgate University, 13 Oak Drive, Hamilton, NY 13346, Attention: Office of Planned Giving
  • Notes: Some fields in the form are required and others are recommended. We recommend completing all the fields on the form. It is important for Colgate to have contact information for your representatives.
  • If you prefer to download the bequest documentation form to complete and mail to the Office of Planned Giving you can access it here: Printable Statement of Deferred Gift.

Questions? Please contact the Office of Planned Giving at 1-800-813-1819 or Andrew Coddington at plannedgiving@colgate.edu.

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The discussion herein is general in nature and may not apply to all individuals. Prospective donors are urged to consult their personal tax and financial advisors concerning the specific consequences of making gifts to Colgate. We would be pleased to discuss, in confidence, ways in which you may support Colgate. These measures may also have an impact on your estate planning.

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