University Resources, Operations and Policies

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  • Office of University Advancement
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    Planned Giving

    Policy Statement                                                               

    By offering and encouraging planned gifts, Adelphi University seeks to enable a broader group of supporters to make more significant gifts to the institution, either during their lifetime or as part of an estate plan, than they could otherwise make through outright gifts.

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    Reason for Policy                                                                    

    The purpose of this policy is to provide the Board of Trustees and Adelphi University employees and staff of the Office of the Vice President of University Advancement with a set of guidelines to assist them in the solicitation and acceptance of planned gifts.

    Who Is Governed by this Policy                                         



    Policy Owner                                                                  

    Brady Crook 

    Secondary Contact

    Rory Shaffer-Walsh

    Document History                                                      

    • Last Reviewed Date: December 31, 2017
    • Last Revised Date: December 31, 2017
    • Policy Origination Date: Unknown

    Who Approved This Policy

    Brady Crook, Vice President, University Advancement



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  • Fundraising
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