Job Summary:
History of the SUNY Upstate Foundation’s Legacy Society

The Upstate Foundation announced the Upstate Legacy Society back in 2010 to honor the generous planned gift donors and to encourage others to become planned giving donors. In October 2010, the Inaugural Legacy Society luncheon was held with the President of Upstate Medical University welcoming and thanking the seventeen founding Legacy Society members for their gifts. From 2010 to present, with the commitment of a full-time Director of Planned Giving the Legacy Society has grown to over 123 members who have notified the foundation of their planned gift. The Upstate Foundation’s Planned Giving Department has expanded its outreach efforts to partner with local nonprofit organizations that align with the Foundation’s mission pillars of patient care, education, research and community health and well-being.

Our Legacy Giving Program continues to grow because of a multi-year strategic plan that integrate...