Educational webinars & videos:
9/22/2026 Webinar: Estate Planning Basics, Legacy Giving, and Tax-Smart Philanthropy - In this recording, estate planning attorney Molly Hann ’03, wealth manager Bob Breslin ’91, and Director of Gift Planning, D. Kurt Terrell, share practical strategies to protect loved ones with essential legal documents and clarify financial goals. Viewers explore tax-smart asset transfers and flexible legacy giving options that create an enduring impact for St. Lawrence University while preserving lifetime financial security.
11/15/2024 Webinar: Making a Difference Today and Tomorrow - with Tax-Smart Giving, presented by, D. Kurt Terrell, Director of Gift Planning. This webinar covered the process of learning what matters to you, donating assets in tax-smart ways today and tomorrow, and how fellow Laurentians are leaving a legacy for the University
Click on the links below to download brochures and learn more about the different types of giving:
- Planned Gift Summary
- Bequest (Will) Language for Donors
- Gifts of Retirement Assets
- Gifts by Beneficiary Designation
- Charitable Gift Annuities
- Deferred Charitable Gift Annuity
- Charitable Remainder Annuity Trust
- Charitable Remainder Unitrust
- Lifetime Gifts of Real Estate
- Estate Planning Guide & Organizer
- Giving Appreciated Stock
- Planned Giving at Each Life Stage
View our recent Legacy Society pieces
- Fall 2026 – Julie Ix Genovese ’95: A message of gratitude for Legacy Society members and an invitation for Laurentians to consider their legacy.
- Spring 2026 – Don Stuart ’77 Shares win-win ways to benefit the donor and support SLU using tax-savvy strategies: his donor-advised fund, appreciated securities, and the IRA QCD.
- Fall 2025 – Pam MacBrayne ’70 knew early on that St. Lawrence would always be part of her story.
- Winter 2025 – Your Legacy Gift Helps Shape Our Future / Supporting SLU with a Bequest or as Charitable Beneficiary
- Fall 2024 – Start a Year-End Tradition of Tax-Smart Giving
- Winter 2024 – “St. Lawrence is Family” – Obiora Udechukwu, professor emeritus of art and art history establishes a life income gift for the University.
- Winter 2023 – Joyful Giving. Gratitude. Legacy. – BJ Schaefer Blodgett ’72 and Pat Welch Schulze ’72 make gifts in celebration of their 50th Reunion.
- Winter 2022 – Laurentians. Liberal Arts. Legacy – Don ’70 and Sue Lueth ’72 Martin make an immediate impact with IRA’s QCD and leave a bequest through their estate plan.
- Fall 2021 – Dorothy Toth Beasley ’59 transferred appreciated securities to make an impact today for the new in-demand Public Health program.
- Spring 2021 – Professor Samantha Glazier is passionate about her work, her students, and St. Lawrence. Join Samantha and include a legacy gift to the University.
- Summer 2020 – Sue ’70 and Al ’70 Olszewski make an impact with a legacy gift for their 50th Reunion
- Spring 2020 “No other collegiate institution does it better than St. Lawrence.” - Dr. Walter H. Baumhoff, St. Lawrence University Dean of Students (1961-1971)
Additional Resources: