Andy Davis '94 Strengthens Connections and Creates Opportunities

Andy Davis '94 arrived in Geneseo as a transfer student his freshman year. He felt an instant connection to the campus, his fellow students, and faculty. And through his estate gift to the college, he has ensured that his legacy will be connected to countless future generations of Geneseo students.

"Geneseo did an amazing job preparing me for life after college," Andy says. "And the friends I met at Geneseo, I still keep in touch with them today, almost thirty years later!"

Andy says deciding to include the Geneseo Foundation in his estate plan was an easy decision. "I want all students who attend Geneseo to have the same opportunities I did. I also like staying connected with the college. And although it's hard because I'm so far away geographically (Houston, TX), including Geneseo in my estate plans really helps bridge that gap."

He also liked the simplicity of making a gift through his retirement plan's beneficiary form. "Quite frankly, the ease of setting up was a big factor. No lawyers or tax folks to work with. One simple form and everything was taken care of."

IS A BENEFICIARY DESIGNATION GIFT RIGHT FOR YOU?

If you own a qualified retirement plan, such as an IRA, 401(k) or 403(b) and would like to make a charitable gift, your family or your estate might benefit if you update your beneficiary designation form naming the Geneseo Foundation as a beneficiary. Beneficiary designation gifts may help your heirs avoid paying income tax on certain inherited assets and may help your estate avoid estate taxes.

If you have questions about making a beneficiary designation gift, please contact us. We would be happy to work with you and answer any questions that you have.