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Planning Your Gift
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Giving Options
Joel Bristol Associates
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Contact Information
Ben Madonia '74
866-729-0317 315-859-4648 (fax) |
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Giving OptionsThrough Your Estate PlanYour bequest may take a number of forms, including a specific dollar amount or a portion of your estate after your obligations to others are fulfilled. Please see Planned Giving OptionsIn Trust Through Your Estate PlanYou may leave all or part of your estate in trust with the income going to one or more beneficiaries and the trust remainder to the College. Please see Planned Giving OptionsRetirement Plan AssetsYou may make Hamilton the remainder beneficiary of assets held in your IRA, Keogh, or other qualified retirement plan, which may save significant estate and income taxes. Please see Planned Giving OptionsThat Provide Lifetime PaymentsYou can make a gift of cash, appreciated securities or real property and receive lifetime payments, take an income tax deduction now, save capital gains taxes and reduce management concerns. Hamilton offers a full complement of options, including three pooled income funds, immediate and deferred payment charitable gift annuities and charitable remainder trusts. Please see Planned Giving OptionsIncome to Hamilton, the Remainder to Your Children or GrandchildrenYou can establish a lead trust, funding it with cash or other assets that are invested, and provide payments to Hamilton for a given number of years. When the trust terminates, the principal and any appreciation is transferred to your children, grandchildren or other named beneficiaries. Significant gift and estate tax savings can be achieved. Please see Planned Giving OptionsReal EstateYou can make a gift of your primary or secondary residence, commercial property or undeveloped land to Hamilton in several forms. You can also contribute your home to the College while retaining the right to live in and enjoy it for life. Please see Planned Gift Solutions for Real PropertyTangible Personal PropertyArt, antiques, manuscripts and rare books are among the property gifts regularly contributed to Hamilton. |
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