| 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
|
|
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)
|
|
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.
