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Gift Planning Services

The Gift Planning Office stands ready to help alumni and friends plan current as well as future gifts to William & Mary. A knowledgeable and experienced staff is available to assist you and your professional advisor with a wide range of gift planning services including:

Customized Illustrations
With the aid of the sophisticated computer program, we can prepare customized illustrations of projected income and tax benefits for charitable trusts and other vehicles.

Charitable Income Plans
We can assist in establishing your trust or gift annuity from start to finish, including the direct deposit of your income payments.

Bequest Language
We can provide specific language for your will or revocable trust, designating your bequest to the programs of greatest interest to you.

Choosing the Best Assets
We can help you and your professional advisor determine the best assets to fund your gift or charitable income plan

Commemorative Opportunities
We can help you select the most appropriate way to honor your special ties to the College with a commemorative room, garden, or endowment.

For assistance with your charitable gift plans, please contact the Gift Planning Office:

The College of William & Mary

Office of Gift Planning
Post Office Box 8795, Williamsburg, Va 23187-8795
(757) 221-1004 Phone
(757) 221-7649 Fax

Kirsten A. Kellogg '91, Ph.D.
Executive Director of Gift Planning
kakellogg@wm.edu

Diane E. McNamara, J.D.
Associate Director of Gift Planning Administration
demcnamara@wm.edu

Deborah E. Beach
Gift Planning Administrator
Phone: 757-221-7368
Fax: 757-221-7649
dbeach@wm.edu

Linda Heron
Executive Secretary
ljheron@wm.edu