50th Reunion Gift Planning Materials

What are Planned Gifts and How Do They Fit into the 50th Reunion Giving Program at Williams?

A planned gift is a gift that requires more time, planning and coordination to accomplish than a typical charitable donation of cash or publicly traded securities and requires the assistance of one or more professionals (e.g. Williams staff, attorneys, financial advisors, brokers, and/or retirement plan administrators) to complete the gift. Frequently, but not always, planned gifts are made from donors’ assets as opposed to income. Some planned gifts are outright gifts and may be used by Williams immediately upon receipt. Planned gifts that become available for the college’s use upon the donor’s death are called “deferred gifts.” Deferred gifts typically account for 30% – 60% of a class’s 50th Reunion Gift.

Planned gifts can help you and your classmates make larger gifts – and leave a greater legacy – than you might have thought possible. Williams’ Office of Gift Planning works with you to implement creative strategies to leverage your charitable giving, making your gift go further and accomplish more. We offer a variety of gift vehicles that may reduce your taxes and adjusted gross income, as well as address your unique retirement, estate planning, and family situations. While the majority of planned gifts are funded with cash and securities, we also work with donors to consider gifts of complex assets such as real estate, business interests, and personal property.

Three of the most popular deferred planned gifts are Charitable Gift Annuities, Charitable Remainder Unitrusts, and the Williams Today & Tomorrow gift vehicle. It is sometimes helpful to view a chart comparing these three gift options. You can also read about Pooled Income Funds and Charitable Lead Trusts and Donor Advised Funds.

An increasingly popular outright gift vehicle is the IRA Charitable Rollover made permanent by Congressional legislation in December 2015.

While we hope this gift information is helpful, please keep in mind that it is only a starting point. The most effective way to determine the best gift for you is by talking with the staff at Williams Office of Gift Planning; we welcome the chance to help you increase the impact of your personal philanthropy. Please contact us with your questions and requests for more information – including personalized gift illustrations.