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W. Dustin Goldstein '95: A Legacy of Giving

GoldsteinAlumni like W. Dustin Goldstein '95, inspiring leaders in today's global business environment, are exemplars for our students. After graduating in 1995, Dustin went on to distinguish himself professionally in the banking industry. He spent several years in Spain as senior sales manager for HSBC Bank, and held leadership roles at ABN Amro Bank in both Spain and Chicago.

Today, as senior vice president and regional head of sales, Midwest, for RBS Citizens, NA, Dustin guides a team of sales officers responsible for marketing services to companies throughout the Midwest. His nearly 20 years of experience in all levels of financial services allows him to communicate effectively as a leader with colleagues and staff.

"A leader is someone who has strong beliefs, is able to articulate and act on those beliefs, and is held accountable for the results," Dustin says.

Dustin shares his views of the international marketplace and business world with Bryant students during regular visits to campus. He also gives back to his alma mater as president of the National Alumni Council and through a significant gift to the Fisher Student Center.

Despite his young age, he recently provided for Bryant in his will, making Dustin a member of Bryant's 1863 Society. Named in recognition of the year of Bryant's founding, the 1863 Society honors individuals who have provided for Bryant through their estate plan or a life income gift.

A bequest that makes Bryant part of your legacy is an ideal way to make a difference in the lives of generations of future Bryant students.

"Giving back to Bryant in a variety of ways helps us all," Dustin says. "Every time we help a student find an internship or a job, volunteer our own time or contribute, these activities in turn make our degrees more valuable."

eBrochure Request Form

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A charitable bequest is one or two sentences in your will or living trust that leave to Bryant University a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

"I, [name], of [city, state ZIP], give, devise and bequeath to Bryant University [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Bryant University or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Bryant University as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Bryant University as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Bryant University where you agree to make a gift to Bryant University and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

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