SUNY Brockport capitalizes on The Great Wealth Transfer, raising $1.175M

The Opportunity

SUNY Brockport, one of the 64 institutions that comprise the State of New York’s public colleges and universities, provides an inclusive learning community that inspires excellence in its students through growth, engagement and transformation.

With public funding for higher education declining, the fundraising staff at SUNY Brockport knows private support is critical to providing a healthy and vibrant future for the school. They also know the Great Wealth Transfer — when an estimated $70 trillion dollars will be inherited by younger generations from their Baby Boomer parents — is on the horizon, and presents a unique opportunity to boost their legacy program.

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The Solution

To ensure they were in a position to harness the power of the Great Wealth Transfer, SUNY Brockport partnered with FreeWill in October 2021.

FreeWill’s bequest tool gives SUNY Brockport supporters an easy way to create a will and leave a bequest. The FreeWill team helps SUNY Brockport craft plans for regular outreach to school alumni, including the custom content they needed to be successful.

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The partnership also gives SUNY Brockport an easy way to start conversations about planned gifts. By taking advantage of the bequest tool as a resource, alumni are able to support the school without affecting their everyday cash flow and create a legacy that will positively impact students and programs now and into the future.

Together, SUNY Brockport and FreeWill raised $1.175 million dollars from 25 bequests in just nine months.