Giving Through Your Estate
A charitable gift from your estate 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 can generate 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 the annual and class fundraising totals? Learn how here.
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.
Discuss this sample bequest language with your legal counsel while preparing your will or trust.
While you may transfer many of your assets through your will or living trust it is important not to overlook assets not covered by 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.