Ways to Give
Make your gift online.
Use the online form to securely donate to Simon Business School. To designate your gift to specific funds or programs, provide instructions in the comments section and/or select “Gift Designation.”
Contact us.
There are many ways to make an impact at Simon through philanthropy at any level. Whether you support the Simon Annual Fund, give to a specific department or want to create your own Named Scholarship or Innovation Fund, the Simon Advancement office is here to help.
If you have questions about ways your gift can make an impact, contact the Simon School Advancement office at (585)275-7563 or alumni@simon.rochester.edu.
More ways to give.
Support Simon Business School now or in the future. Plan a gift to leave a meaningful legacy and make a lasting impact on our mission.
Current Gifts
- Donor Advised Funds
Make a grant to Simon from your Donor Advised Fund or open a University of Rochester Donor Advised Fund.
Ask your DAF Manager to send a check or wire funds to: “University of Rochester”
(Federal Tax ID 16-0743209) and send to:Simon School Advancement
Simon Business School
University of Rochester
Box 270100
Rochester, NY 14627-0100- Stock and Appreciated Securities
Make a gift of appreciated stock or mutual funds (those you have held for more than one year) and take advantage of two tax benefits. Transfer securities, avoid capital gains tax, and enjoy a charitable deduction when you itemize on your federal tax return.
Contact us for current instructions at giftoffice@admin.rochester.edu, by phone at (585) 275-3903, or toll-free at (866) 673-0181 to make a gift of stock to Simon School Annual Fund or another fund of your choice.
- Qualified Charitable Distribution from an IRA
Individuals age 70½ and older can make a qualified charitable distribution (QCD) directly from an Individual Retirement Account (IRA) tax-free. A charitable distribution counts toward your required minimum distribution (RMD). Learn more.
Future Gifts
- Gift Planning
Naming Simon Business School as a beneficiary of your will or of retirement funds is simple to accomplish. Gift planning can help you integrate your personal financial goals with your desire to support our mission.
- Charitable Gift Annuity
When you transfer cash or other property, the University of Rochester guarantees to make lifetime payments for up to two annuitants. Guaranteed payments for life that are favorably taxed. Find out more here.
- Charitable Remainder Unitrust
Create a trust agreement stating the terms of the trust and designate the remainder to the University of Rochester for purposes you specify. Get a federal income-tax deduction for the charitable remainder value of your interest plus other tax benefits. Find out more here.
George Eastman Circle
“The progress of the world depends almost entirely upon education.”
-George Eastman
Become a part of a transformational legacy. Join the George Eastman Circle and support Simon today.
Wilson Society
Honoring and celebrating the philanthropic individuals who have established life-income plans or named the University of Rochester/Simon Business School as a beneficiary of their estate, the Wilson Society recognizes the importance of planned gifts to the University today and for its future.
Learn More