For Estate Planners and Attorneys

The Schenectady Foundation is a sound choice for anyone whose charitable intent is to benefit a broad base of organizations and programs that affect people in Schenectady County, NY. The Schenectady Foundation's assets are prudently invested, with the investment income returned each year to the community in the form of grants.

This ensures that a contribution to The Schenectady Foundation will work in perpetuity, addressing current needs and issues as the community changes. The current policy of The Schenectady Foundation is to return at least 4% of total assets to the community each year in grants to important health, human services, cultural and civic projects.

The Schenectady Foundation has been a beneficiary of many bequests and trusts. Contributors may give a percentage of their estate or trust, or a specific gift amount. For purposes of inclusion in wills, trusts or other legal documents, the name of the Foundation is "The Schenectady Foundation".

For more information contact the Foundation's administrator, Robert A. Carreau, to discuss the best way to include The Schenectady Foundation in an estate plan.

Download a pdf file of The Schenectady Foundation's Resolution and Declaration of Trust