Gift Plans
Bequest
Give to W & M without affecting your cashflow
during your lifetime.
Charitable Bargain
Sale
This part-gift/part-sale gives you a charitable deduction plus
cash to use elsewhere.
Charitable Gift
Annuity - Immediate
Receive a fixed payout and significant tax benefits.
Charitable Gift
Annuity - Deferred
Recommended for younger donors to build retirement earnings for
the future.
Charitable Lead
Trust
Discover an innovative way to pass appreciating assets on to family
members while making gifts in the interim.
Remainder Unitrust
Make a large gift and create a flexible source of retirement income.
Retained Life
Estate
Receive a large deduction by donating a residence while retaining
the right to live there for life.
Testamentary Life
Income Gifts
One gift in your estate can benefit both your family and William & Mary.