The Trust and Estate Administration Office is tasked with the acceptance and management of donations of gifts of securities, gifts-in-kind, trusts and estates to Williams College.
Gifts of Appreciated Securities and Cash Wires
Alumni Fund/Parents Fund and Other Outright Gifts
Many donors like to make outright gifts to Williams in the form of cash wires and appreciated securities. Appreciated securities (those held more than twelve months), offer extra tax advantages, such as a charitable income tax deduction if you itemize your taxes and avoidance of capital gains tax (since you may claim a tax deduction for the market value rather than the purchase price for long-term stock).
Life Income Gifts
If you are interested in giving securities or wiring cash to the College and retaining a life income for yourself and another individual (such as your spouse) for your combined lives, Williams offers several plans. Tax advantages vary according to the plan you choose.
Gifts of appreciated securities are an increasingly popular and tax-wise way to accomplish your philanthropic goals. If you transfer long-term appreciated stock to a Williams life income fund, you can avoid capital gains tax.
How do you go about making a gift of appreciated securities to a life income fund to the College? If you’ve already discussed a life income gift with someone in the Office of Gift Planning, please follow the links below to make a gift of securities or a cash wire to a life income fund. If you have not spoken with someone in the Gift Planning Office about making a gift, please contact them at (413) 597-3538 or firstname.lastname@example.org. They will be able to assist you.
- Make a gift of appreciated securities to a Life Income Fund
- Make a gift via cash wire to a Life Income Fund
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