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Hon. Robert Boyle Legacy Society
Some Inspiring Examples
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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
Testamentary Life-Income Gifts
How It Works
You write a will or revocable trust directing a bequest to W & M.
You provide that the bequest first create a life-income gift benefiting your designated recipients.
After their income interest terminates, the remaining balance in the gift passes to William & Mary to be applied to the purposes you specify.
Benefits
One estate asset can benefit both W & M and your heirs or other desired beneficiaries.
Your estate will be eligible to claim a charitable deduction for a portion of the amount of your bequest.
You can modify your bequest if your circumstances change.
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More detail
on testamentary life-income gifts.
Frequently asked questions on testamentary life-income gifts
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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
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