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Welcome to the Office of Trusts and Estates




Dear Friends of the University of Rochester,

This Web site is offered as a service to our donors. Philanthropy has always been a part of our success, and philanthropy always will be. Today, we continue to rely upon the generosity of our alumni, parents, faculty, staff, and friends to ensure that education, research, health care, and service to the region, state, nation, and world continue to be hallmarks of the University of Rochester.

Please let us know how we can assist you in accomplishing your philanthropic objectives.

NEW ITEMS THAT MAY BE OF INTEREST TO YOU:


The Privilege of Shaping Tomorrow

The current issue of our newsletter helps you determine if it is time
to review your will.

Read more...

 

Featured Article:
Qualified Employer Securities in Retirement Plans

Last month we discussed the unfavorable tax treatment afforded distributions from employer-sponsored retirement plans and IRAs. There is an important exception, however, to this harsh tax treatment.
Read More...

 

Larry and Sara Smith Mason

Larry and Sara Smith Mason—Tradition of Giving

Read more...