Read what donors are saying about our gift planning services
"It was great working with your staff - prompt responses and valuable information provided without being "pushy."
"I was very pleased with the responsiveness of the office. Working with [The Staff] was a pleasure. They provided quick, thorough, and informative responses to my requests-including providing me with the references for the appraisal."
"Staff was very helpful and responsive. Detailed explanations of options were appreciated."
"As always, William & Mary staff performed at the highest standards."
"The Gift Planning Office was a pleasure to work with. I was also working with another University and the William and Mary team was clearly superior. The Gift Planning Office had the flexibility and the willingness to think outside the box when asked."
"[The Staff] assisted and expedited every part of the process. A complicated Real Estate transfer was done fairly easily.
"Fast, easy and to the point".
"I didn't know the process of including W&M in my legacy would be so easy!
"[The Staff] are extremely well informed and accommodating. I had complete confidence in them"
"[The Staff] answered all my questions promptly and we were able to set up the annuity quickly."
"A hassle free experience with a thoroughly knowledgeable, cordial and friendly staff"
"Very thorough, very complete. Many thanks to all."
"Everyone was genuinely helpful and competent. A pleasure to work with on my bequest. Truly first rate!!
"Very efficient. Completed the work in record time."
"[The staff] provided the language for the trust & estates attorneys - handled almost immediately. The turnaround and accuracy of their work made it easy for us to include W&M in our plans."
"[The Staff] was very helpful in providing wording to set up a portion of my IRA including W&M as the beneficiary."
“The response from the Gift Planning Office has been immediate and knowledgeable. Moreover, the staff presents a warm and gracious face.”
"The Gift Planning staff is always available, caring, cooperative, helpful and interested. "
"From the beginning, everyone was friendly and helpful. We never felt pressured. "
"Working with the Gift Planning staff was a most enjoyable and rewarding experience. It produced wonderful friendships and every step throughout the process was handled in a most professional manner. "
"Everyone was most helpful, patient and understanding. Applying no pressure, the staff encouraged us to be guided by our own sense of comfort in determining the nature and size of our gift. "
"Everyone was helpful and responsive. I tend to put these things on the back burner then forget them - thanks for helping me get it done. "
"Promptly responded to our inquiries regarding legal language for will preparation. Informative responses to our questions. "
"The Gift Planning staff made the process of establishing a charitable remainder trust simple and painless. In addition to running a variety of scenarios at our request, they paved the way with the trust company and provided detailed tax estimates for the initial charitable deduction. It was a pleasure to work with them. "
"They listened to what I was interested in; they showed me various options; they were patient with me; and friendly, when I had made my decision, they took over and handled everything for me. "
"Everything was done in a very professional way. "
"The Gift Planning staff is knowledgeable and provides superior guidance. "