The Dallas K. Beal Legacy Society

Planned gifts play a critical role in the future success of Fredonia. Knowledge of your intentions allows us to plan for the future.

Graduation Hat that reads: The best is yet to comeHave you identified the Fredonia College Foundation in your will and forgot to notify us? No worries! Contact the Fredonia College Foundation at Foundation@fredonia.edu or (716) 673-3321 to request a Legacy Society membership form or download your form here. Simply complete and return the form to the Fredonia College Foundation, 272 Central Avenue, Fredonia, NY 14063.

We are forever grateful for your commitment and honor those who remember Fredonia in this way with special recognition as a member of the Dallas K. Beal Legacy Society.

Membership Benefits:

  • Personal knowledge that your decision will make a difference in the future of students and the mission of Fredonia
  • Invitations to special events
  • Dallas K. Beal Legacy Society pin
  • Subscription to our newsletter that explores estate planning, legal and tax changes, and more
  • Listing in the Foundation's annual report and other Fredonia publications

Your charitable gift can be directed to set up a scholarship, an endowment fund that will live in perpetuity, or add to an existing or unrestricted fund.

LuncheonThere are many ways to give back to Fredonia to help our students, programs and campus needs. Please keep in mind that through your estate, you can either identify a dollar amount, designate a percentage of your estate to Fredonia or name Fredonia as a beneficiary of life insurance or a retirement plan.

However you decide to support Fredonia by making a charitable contribution, we want to thank you! Please take a moment to watch how your legacy plan can help build our community.

The annual Scholars Breakfast held in October is one of the many ways benefactors are thanked for establishing a scholarship at Fredonia. Bequest Scholarships can be established by consulting with the Fredonia College Foundation at (716) 673-3321. We are happy to help you begin developing your legacy at Fredonia.

Dallas K. Beal Legacy Society Members

Anonymous (14)
Mr. William G. & Mrs. Margaret R. Kinzig, '81 Adams
Mr. Frank J. Albrezzi, '87
Mrs. Dorothy Anderson, '27*
Thomas and Karen Andrus
Mr. James H., '38 & Mrs. Eleanor, '40 Annis*
Mr. Gary D. Barber, '64
Dr. Walther M. Barnard*
Dr. Dallas K. & Mrs. Elizabeth Beal*
Mrs. Susan L. Beck
Mr. Thomas F. Bijou, '73
Ms. Carrie Biondolillo, '25*
Mrs. Margaret Blossom, '25*
Mrs. Maxine W. Boswell, '42*
Ms. Prudence Bradley, '68
Mrs. Marguerite Britz*
Ms. Lynn Buck, '83 & Dr. Jonathan Green, '85
Mrs. Lyn Oppenheimer Burns, '76
Rev. William G. Carey, '68
Mr. & Mrs. David H. Carnahan
Mr. Robert J. Caruso, '63*
Ms. Karen A. Cataldo, '85
Mrs. Dorothy Miller Catlin, '36*
Ms. Laura A. Cirrincione, '76
Mr. Howard Clark, '78
Mrs. Julia Cocca, '64*
Mr. Richard W. Cole, '71
Mrs. Evelyn L. Coleman, '29*
Mr. John Connelly*
Mr. Robert E., '50 & Mrs. Shirley, '66 Coon
Mrs. Anne Yannie Corrado, '33*
Drs. Patrick Courts & Karen Mills-Courts, '72
Dr. Estelle M. Crino, '77*
Mr. Randall D., '72 & Mrs. Arlene E. Cronk
Ms. Frances T. D'Angelo, '52
Mrs. Anita Day, '39*
Mrs. Marilyn Denison
Mr. Bernard Devins*
Mrs. Virginia DeWindt, '42
Mr. Michael J. Diamond, '78
Dr. Elizabeth A. Shrader Dieckman, '79
Ms. Christine Dilacqua, '75
Mrs. Santa B. DiPasquale, '84*
Ms. Dolores J. Djelailja, '59
Mr. Frank, '53* & Mrs. Mary Doino
Ms. Florence T. Domst*
Dr. Dennis J., '72 & Mrs. Nancy, '73 Dulniak
Mrs. Lulu Woods Earl, '21*
Miss Isabelle C. Erickson*
Mrs. Susan Luntz*
Dr. Donald A. & Mrs. Betty Jo* MacPhee
Mrs. Helen Mancuso*
Mrs. Dorothy French Manley, '18*
Mr. Douglas H. & Mrs. Ann James* Manly
Mr. Robert D. Mason, '40*
Mr. George Mayhew III, '82
Ms. Vivian McCullor*
Drs. James R., '53 & Carol L. Transom, '50 McDonnell*
Dr. Joseph P., '05 & Mrs. Lisa M., '06 McFall
Mrs. Jessie McKinney, '42
Mr. James W. McLeod, '71
Ms. Virginia Meierhoffer*
Mr. Floyd, 1899 & Mrs. Mabel Smith, 1910 Melvin*
Mrs. Alma Mintun*
Mr. Paul W. Mockovak II, '77
Mr. Jonathan A., '80 & Mrs. Sarah Mugel
Albert J. Newman, D.Sc.*
Mrs. Dorothy Newman
Alan Nichter, '69 & Annmarie Woloszyn, '70 Nichter
Mr. Roderick Nixon*
Mr. Charles M. Notaro, '68
Mr. William, '47 & Mrs. Maxine Swetland, '42 Noyes*
Mrs. Mary Ann O'Connor*
Mrs. Frances Clark Olgilvie, '17*
Mrs. Marjorie Woods Packwood, '28*
Dr. Arlie Muller Parks, '59
Mr. Howard & Mrs. Katharine Parmelee*
Ms. Joan Patrie*
Mr. William Peer, '54*
Ms. Wende Persons, '74
Mr. Salvatore Picardini*
Ms. Kathleen Piersons, '71, '75
Mrs. Barbara Polasik, '51*
Mr. Morris R. Poummit, '33*
Miss Dorothy V. Powell, '31*
Mr. Salvatore D., '53 & Mrs. Barbara L. Cater, '67 Randazzo*
Mr. Daniel F. Rappazzo, '56
Mr. Byron E. & Mrs. Carrie L. Record*
Mr. William M., '55 & Mrs. Eileen Rees*
Miss Esther L. Reinbold, '53*
Mr. Walter E. Reitz, '47
Mr. George P., '31 & Mrs. Eleanor Wood, '32 Ricotta*
Dr. Robert R. Rie*
Ms. Lucille Roberto*
Mrs. Juliet J. Rosch, '30*
Dr. Jerry Rose
Mrs. Gertrude Rusterholtz, '32*
Mr. Richard Gerald Ryan, '86 & Mrs. Pamela Chase Ryan, '87
Mr. Robert f Sabia
Mrs. Nancy Yocum, '90
Mr. Robert L. & Mrs. Betty Ann Young*
Mr. David Ezzo, '85
Mrs. Lynn Ann Eddy Faber, '72
Mr. Roger, '67 & Mrs. Madilyn Zawicki, '67 Fabich
Mr. Mario Falcao
Mr. Matthew Fenner, '02
Mr. William E. Finn, '83 & Ms. Rachel Martinez-Finn, '82
Mrs. Gileen Widmer French
Ms. Eva O. Frid*
Mrs. Adelaide Marsh Gaeddert*
Mr. Robert Gloor, '96*
Mr. Jeffrey & Mrs. Betty Catania, '76 Gossett
Mr. Christian Granger, '66
Ms. Zorada L. Green, '38*
Mr. William Gregory
Mr. Frederick Guerriero, '71 & Mrs. Irene Reynolds Guerriero, '73
Mrs. Marion Hague, '31*
Mrs. Kathryn Hakes*
Ms. Lena M. Harmon*
Ms. Mary Anne Harp, '63
Ms. Kathleen Harrold, '32*
Mrs. Velyne H. Hawkins*
Dr. Dennis L. & Mrs. Jan Hefner
Dr. David & Mrs. Barbara Herman
Ms. Svea F. Hjalmarson, '39*
Mr. Daniel Howell, '03
Ms. Helga Hulse
Ms. Ruth Jewett*
Mr. Arthur R. Johnson, '56*
Dr. Harold S. Johnson
Mr. Richard & Mrs. Michele, '73 Johnson
Mrs. Ruth A. Johnson, '33*
Ms. Debbie Joy, '76
Mr. Eugene E., '58 & Mrs. Linda Kane
Mrs. Gretchen Kasling, '58*
Mrs. Louisa V. Kline, '40
Ms. Isabelle Knapp*
Mrs. Doris E. Knight, '52
Mr. Anthony, '68 & Mrs. Kathleen McCray, '67 Kolo
Mr. Douglas Kreider, '66
Ms. Dianne M. Kricheldorf, '54
Ms. Karen Lamitie-King, '65
Mr. Horace O. Lanza, 1899*
Mrs. Velia Celli Lee, '39*
Dr. Anthony R. & Mrs. Diane, '50 Leone
Mrs. Olga Cielnicky Leone, '47
Dr. Nancy Libby*
Mr. Richard A., '65 & Mrs. Arlene A. West, '65 LoGuidice
Mrs. Marilyn Lojek, '66
Ms. G. Elizabeth Luke, '32*
Mr. Lawrence Savercool, '52
Dr. Elizabeth Scarborough*
Dr. Elliott J. Schaffer*
Mr. Joseph J. Scherrer, Jr., '68
Ms. Carolyn R. Scibetta-Markiewicz, '90
Mr. Robert J., '50 & Mrs. Betty Schultz*
Mrs. Florence Schweppe, '28*
Ms. Carol J. Scorsone
Mr. Ralph M. Serpe, '89
Mrs. Louise Shea, '27*
Ms. Carol Ann Sheldon, '85
Ms. Jayne Liebman Siegel, '75
Dr. & Mrs. Peter Sinden
Mr. James J. Sliwa, '81
Ms. Marybeth Smith, '52*
Mr. James A. Sommer*
Dr. Marion Sonnenfeld*
Ms. Hilary D. Sperber, '76
Ms. Carol S. Stanley, '71
Dr. Harvey J., '65 & Mrs. Joann B. Stedman*
Mr. Kenneth W.* & Mrs. Lois F. Strickler
Mrs. Georgina Costello Swanchak, '53
Mrs. Willetta C. Swanson, '46
Mr. Thomas R., '76 & Mrs. Merle L. Szydlo
Mrs. Florence Merle Taylor, '26*
Ms. Lois J. Thomas*
Dr. David & Mrs. Peggy Tiffany
Ms. Jean Barthold Valvo, '67
Dr. Robert, '70 & Mrs. Toby, '71 Vandemark
Mrs. Ruth H. Van Keuren*
Mr. Charles Vara, '63
Mr. Slaney W. Walford*
Miss Dorothy B. Ward*
Mr. Stephen & Mrs. Carol Eck, '81* Ward
Mr. L. Robert & Mrs. Elsie H. Holmes, '39 Warn*
Mr. George B. & Mrs. Barbara Luke, '44 Weaver, Jr.*
Ms. Gladys E. Weidler, '32*
Miss Gladys Weiss, '27*
Ms. Karen West
Ms. Mary Louise White*
Mrs. Ethel F. Whitney, '29 *
Mr. C. Ross Willson, '39*
Mrs. Phyllis Ellis Willson, '39*
Ms. Kathleen J. Wise, '77
Ms. Caroline Wood, '48
Mr. Edgar B. Woodard, '30*
Dr. Robert Wurtz, '41*
Mrs. Margaret S. Wyckoff, '30*
Ms. Barbara M. Yochym
Ms. Cynthia M. Yochym
Dr. Walter Zielinski, '76 & Dr. Charis Bower, '76
Mrs. Katherine Eastman Zweier, 1896*

*Deceased

A charitable bequest is one or two sentences in your will or living trust that leave to the Fredonia College Foundation a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to the Fredonia College Foundation, a nonprofit corporation currently located at Fredonia, NY, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Fredonia or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Fredonia as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Fredonia as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Fredonia where you agree to make a gift to Fredonia and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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