For Advisors

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If you are advising a client who is considering a planned gift or bequest to Williams College, we welcome the opportunity to work with you in helping your client. Please use the below resources and tools and feel free to contact us any time for further information or assistance on a confidential basis.

Here is some basic information about our organization:

Legal Name: The President and Trustees of Williams College
Williams Federal Tax ID: 04-2104847

Consistent with safeguarding its own interests, Williams College tries to make arranging a gift for the organization’s benefit as easy as possible, and we strive to honor the intentions of all our donors. Accordingly, we hope the following will prove helpful:

  • Click here for suggested bequest wording.
  • For gifts of securities to life income funds, go here.
  • For cash wire transfers to income funds, go here.

If one of your clients arranges an estate gift for the benefit of Williams College, we would very much appreciate knowing about the gift, both so we can express our sincere gratitude and – as noted above – so we can make sure we will be able to fulfill the donor’s wishes. Of course, we respect the fact that in some cases donors prefer to remain anonymous.

Still, if you are willing to serve as an intermediary, a client of yours can share information about his or her plans without divulging his or her identity.

Finally, we want to be of assistance to you in any way we can, whether you are simply looking for general information about charitable giving, considering particular options on behalf of a particular client, or needing our cooperation in the administration of a bequest or other type of planned gift. 

  • Contact us to discuss a potential – or even merely hypothetical – gift situation or to request a gift illustration.
  • Give our online calculator a try. 

Thank you for the work you do on behalf of our donors.

Contact for Executors:

Trust & Estate Administration Office
Sears House, 75 Park Street
413.597.4533
teadmin@williams.edu

Kathleen Therrien

Kathleen Therrien
Director
Phone: (413) 597-4259
Email: Kathleen.L.Therrien@williams.edu
 

Diana Clayson

Diana Clayson
Assistant Director
Phone: (413) 597-4844
Email: Diana.Clayson@williams.edu
 

Patti L. Randall

Patti L. Randall
Trust & Estates Coordinator
Phone: (413) 597-4533
Email: Patti.L.Randall@williams.edu