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Gift Planning Services

The Gift Planning Office stands ready to help alumni and friends plan current as well as future gifts to William & Mary. A knowledgeable and experienced staff is available to assist you and your professional advisor with a wide range of gift planning services including:

Customized Illustrations
With the aid of the sophisticated computer program, we can prepare customized illustrations of projected income and tax benefits for charitable trusts and other vehicles.

Charitable Income Plans
We can assist in establishing your trust or gift annuity from start to finish, including the direct deposit of your income payments.

Bequest Language
We can provide specific language for your will or revocable trust, designating your bequest to the programs of greatest interest to you.

Choosing the Best Assets
We can help you and your professional advisor determine the best assets to fund your gift or charitable income plan.

Commemorative Opportunities
We can help you select the most appropriate way to honor your special ties to the College with a commemorative room, garden, or endowment.

For assistance with your charitable gift plans, please contact the Gift Planning Office:

William & Mary

Office of Gift Planning
Post Office Box 8795, Williamsburg, Va 23187-8795
(757) 221-1004 Phone
(757) 221-7649 Fax

Kirsten A. Kellogg '91, Ph.D.
Assistant Vice President of Principal Gifts and Gift Planning
Phone: (757) 221-1004
Fax: (757) 221-7649
kakellogg@wm.edu

Rachel Drazdowski, J.D.
Director of Gift Planning Administration
Phone: (757) 221-1291
Fax: (757) 221-7649
rdrazdowski@wm.edu

Shane Painter, J.D.
Senior Associate Director of Gift Planning
Phone: (757) 221-3508
Fax: (757) 221-7649
shanepainter@wm.edu

Karen Youshock
Gift Planning Administrator
Phone: (757) 221-1103
Fax: (757) 221-7649
kmyous@wm.edu