Planned Giving - For Advisors
The Albany Medical Center’s Foundation office is pleased to work with our donors and their advisors to develop a gift that meets the donor’s philanthropic goals. Linked to this page are documents and resources to assist advisors working with clients on charitable gifts.
The Associate Vice President for Foundation Operations and Planned Giving is available to work closely with advisors to craft language and discuss giving specific to client needs.
Useful links:
- CGA Illustration Request Form - Single Life
- CGA Illustration Request Form - Two Life
- CGA Disclosure Statement
- Planned Giving Gift Calculator
- Sample Bequest Language
- Tax ID Information
For more information please contact:
Lori Matt-Murphy - Associate Vice President for Foundation Operations and Planned Giving
(518) 262-8137
mattmul@mail.amc.edu
