The Trustees of the College are given information about gift planning at most of their quarterly meetings. These Timely Planning Strategies are based on the current economic climate, recent tax law changes, if any, creative information about planned gifts and sometimes about gifts in process.
Recent Timely Planning Strategies are available to review:
June 4, 2010 |
Opportunities in Uncertain Times |
| March 5, 2010 | Estate Tax law Reverts to 2001 |
October 2, 2009 |
Leading by Example |
June 2, 2009 |
What Can I do? |
February 27, 2009 |
Opportunities for You - Rebuilding Endowment |
December 12, 2008 |
Asset Transfer Strategies |
| October 3, 2008 |
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June 6, 2008 |
Retirement Plan Beneficiary |
March 7, 2008 |
Planned Gifts for Younger Donors |
November 30, 2007 |
To Do Well By Doing Good |
September 28, 2007 |
Gifts of Real Estate |
June 1, 2007 |
IRA Gifts - Planned Giving Update |
March 2, 2007 |
PLR Issued by IRS |
October 13, 2006 |
Pension Protection Act of 2006 |
June 2, 2006 |
Financing Buildings |
September 30, 2005 |
PLR and Katrina Legislation |
June 3, 2005 |
Private Letter Ruling ("PLR") |
December 12, 2003 |
Investment Results |
October 17, 2003 |
2003 Tax Act Personal Planning Checklist |
June 6, 2003 |
Planning Concepts for Appreciated Securities |
March 7, 2003 |
Contributions That Maximize Personal Planning Goals |
December 6, 2002 |
Creative Contributions of Real Property |
November 30, 2001 |
Charitable Gift Annuities |
February 23, 2001 |
Transferring Assets to Heirs |