Williams Today & Tomorrow

A special plan to provide 50th Reunion gift credit for  legacy gifts by pairing them with a current gift. The Today & Tomorrow plan encourages significant milestone gifts by counting the commitment in Reunion totals today but  allowing you to satisfy most of it from your estate tomorrow. 

The estate plan portion of your gift can be a bequest intention specified in your will or a trust, or it can be  a beneficiary designation  in a retirement account  or life insurance policy. Many donors are making their bequests using an IRA to take advantage of income tax benefits. 

The required current  portion of the commitment  can be an outright gift or  a pledge for an outright gift within the next five years.  It can be your annual gift to the Alumni Fund or an  additional gift to a 50th  Reunion class gift purpose or any other endowed fund. 

Alumni are eligible for the Today & Tomorrow plan after their 45th Reunion. There is no minimum amount for this gift. All pledges are non-binding. 

Williams Today & Tomorrow

Your bequest intention will make you a new member or reaffirm your membership in The Ephraim Williams Society, which honors alumni, spouses, parents and  friends who have demonstrated their commitment to Williams’ future by establishing  planned gifts or including the college as a charitable beneficiary of their estate plans.

HOW TO PARTICIPATE

1. Between your 45th and 50th Reunions, complete, sign, and date a two-page “Williams Today & Tomorrow” pledge form and list your gift purpose(s).
   
   •    Complete the “Today” pledge portion for your current gift (over a period of up to five years) unless you have already made a qualifying current “Today” gift (in which case, simply note that on the form).
   
   •    Complete the “Tomorrow” pledge portion with details on your bequest intention.
    
2. Provide Williams staff with copies of your “Tomorrow” supporting bequest documentation (excerpt from will or trust or a beneficiary designation form.)
    
3. Share with Williams staff the contact information of your legal counsel, executor, trustee, retirement plan administrator, and or family member.
    

STARTING AT THE 55TH REUNION 

Alumni are eligible for the remaining 25% gift credit for a bequest intention to be recognized at their 55th Reunion (or later) assuming their bequest intention is un-changed (or more credit if they’ve made an addition, the value of their bequest has increased due to an increase in their estate or account, or they’ve paid off the original bequest intention with outright gifts).