Goals and Benefits

Your Goals

Your Strategy

Your Benefits

Maximize your deduction; minimize the gift details

Use cash to make your gift to W & M

Claim your deduction against a larger portion of your adjusted gross income and make an immediate impact on W & M

Afford a larger gift to W & M — and avoid capital gains liability

Give appreciated stock or bonds held over one year

Buy low and give high — make a gift that costs you less than the benefit it delivers to us, while avoiding capital gains tax

Make a gift for W & M's future that doesn't affect your cash flow or portfolio now

Put a bequest in your will (cash, specific property, or a share of the estate residue)

Today — a gift that costs you and your family nothing. Tomorrow — an estate tax deduction

Retain income benefits from the assets you give to W & M — thus afford a larger gift

Create a charitable gift annuity or a charitable remainder annuity trust or unitrust

Receive income for your lifetime; receive a charitable deduction; diversify your holdings

Reduce high tax liability now; gain additional income later

Establish a deferred gift annuity

A larger deduction and a higher income rate than other life-income gifts offer

Tap one of the most valuable assets in your portfolio to make a gift to W & M

Use real estate to make your gift to W & M

Avoid capital gains tax, receive an income tax deduction — and have the option of a gift that doesn't affect your lifestyle

Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren

Create a charitable lead trust which supports programs at W & M for a fixed, finite period with the principal going to your heirs.

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family

Avoid capital gains liability on the transfer of a business or partnership interest

Contribute the partnership interest or closely-held stock to W & M

Avoid capital gain liability, receive an income tax deduction, and utilize a gift asset you may have overlooked

Locate an overlooked asset that you can easily give to W & M

Name W & M as beneficiary of your retirement plan; leave other assets to family

Eliminate income tax on retirement plan assets; free up other property to pass to your heirs

Make an endowment gift from income rather than capital

Create a new life insurance policy, or donate a paid-up policy whose coverage you no longer need

Increase your ability to make a significant gift to W & M