
| If you want to... | then you can... | and your benefits include... |
|---|---|---|
|
Make a gift to The Fund for HWS |
Write a check or use our online form |
Income tax deduction / Immediate gift to the Colleges |
|
Avoid capital gains tax |
Contribute highly appreciated securities held for more than one year/ Donate real estate to the Colleges or sell it to the Colleges at a bargain price |
Charitable tax deduction based on full, fair market value / Elimination or reduction of capital gains tax |
|
Defer a gift until after your lifetime |
Create a bequest in your will (cash, personal property or % of residue) |
Exemption from estate tax / Full use of assets during your lifetime |
|
Secure a fixed income for life, avoid market risks, and often increase amount of your income |
Create a charitable gift annuity / Create a charitable remainder annuity trust |
Guaranteed fixed income stream |
|
Create a variable life income stream to serve as a hedge against inflation over the long term |
Create a charitable remainder unitrust, make a gift to the Colleges' pooled income fund |
Variable income for life, tax benefits, great flexibility / Current tax deduction |
|
Avoid twofold taxation on an IRA or other qualified retirement plan |
Name the Colleges as beneficiary of the remainder at your death or contingent beneficiary after your spouse's death |
No income taxation on the gift to the Colleges / Ability to leave assets to heirs which will carry less tax liability |
|
Reduce gift and estate taxes on assets you pass to children and grandchildren |
Create a charitable lead trust to pay income to the Colleges for a specified number of years |
Ability to pass assets to family members at lower tax level |
|
Contribute a collection or other personal property (stamps, antiques, works of art) |
Donate tangible property related to the Colleges' educational mission |
Charitable tax deduction for fair appraised market value |
Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. This Planned Giving section has been developed for Hobart and William Smith Colleges by Future Focus.
Thank you for your interest in supporting Hobart and William Smith Colleges.
There are several ways to make your gift to the Colleges:
If you have any questions about giving to the Colleges, or to give to a designation not listed below, please contact Beth Pier at (315) 781-3079 or pier@hws.edu