Giving Through Your Estate
A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals and benefit Williams in ways that may not be possible through lifetime gifts.
Giving through your estate plan generates a charitable estate tax deduction and substantial tax savings. You may direct all or a portion of your estate to Williams.
Did you know that starting at your 55th Reunion and beyond, your future bequest can be counted in TEACH IT FORWARD: The Campaign for Williams? Learn how here as well as information about Teach it Forward.
If you would like to create a restricted bequest (a bequest allocated to a particular area of the college - for example, financial aid or faculty support), we encourage you to speak with the Office of Gift Planning so that we can discuss the parameters of your desired gift, and how it matches Williams' needs. This conversation will also help ensure that your wishes can be fulfilled by the college.
A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit Williams.
Sample bequest language is offered below for your legal counsel’s consideration in preparing your will or trust.
While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.