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Hon. Robert Boyle Legacy Society
Some Inspiring Examples
Step 1: Explore
- Legacy Planner™ Compare Gift Plans Goals & Benefits Giving Wisely
Step 2: Research
- Gift Plans Assets You Can Give Resources Attorney Information
Step 3: Contact
- Contact Us Request Information Personal Calculators

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Gift Planning

Gift Planning Home
Gift Planning Services
Hon. Robert Boyle Legacy Society
Some Inspiring Examples
STEP 1: EXPLORE
Legacy Planner™
Compare Gift Plans
Goals & Benefits
Giving Wisely
STEP 2: RESEARCH
Gift Plans
Assets You Can Give
Resources
Attorney Information
STEP 3: CONTACT
Contact Us
Request Information
Personal Calculators

Compare Gift Plans

Click on the gift plans that interest you to learn more about how they can help you and us reach our goals.

(Select up to 3 plans)

Outright Gifts

Gifts of Appreciated Securities The IRS allows you one of its most significant tax breaks for gifts of appreciated securities. Here's information on how to transfer these assets to W & M.
Gifts of Business Interests Give W & M an interest in a closely-held or family business.
Gifts of Real Estate Make a substantial gift to W & M through a transfer of residential, commercial, or undeveloped real estate.
Gifts of Partnership Interests Support W & M by transferring interest in a real estate or oil-and-gas partnership. Learn what the IRS requires and how we review gift offers.
Gifts of Personal Property Donate books, artwork or equipment and secure an income tax deduction.

Estate Gifts

Gifts by Will or Living Trust Give to William & Mary without affecting your cashflow during your lifetime.
Gifts of Retirement Plans Your retirement plan may be worth more when donated to W & M than to your heirs.
Gifts of Life Insurance Create a significant endowment for W & M without dipping into your capital assets.

Gifts That Partner With Us

Charitable Bargain Sales This part-gift/part-sale transaction gives you a charitable deduction plus cash to purchase other property.
Charitable Gift Annuity Receive a fixed payout and significant tax benefits.
Deferred Gift Annuity Build retirement earnings by deferring the onset of annuity payments (recommended for younger donors).
Charitable Lead Trusts Freeze the taxable value of your appreciating assets by using them to make gifts today and pass them back to family members later.
Charitable Remainder Annuity Trusts Combine a charitable gift with a predictable fixed-income payout by placing your donation into an individually managed trust.
Retained Life Estate You can donate your home to W & M and continue to live there rent-free.
Charitable Remainder Unitrusts Choose from several options that best meet your personal financial situation.

(Select up to 3 plans)

Gift Planning Home
Gift Planning Services
Hon. Robert Boyle Legacy Society
Some Inspiring Examples
STEP 1: EXPLORE
Legacy Planner™
Compare Gift Plans
Goals & Benefits
Giving Wisely
STEP 2: RESEARCH
Gift Plans
Assets You Can Give
Resources
Attorney Information
STEP 3: CONTACT
Contact Us
Request Information
Personal Calculators

Connect

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