Planned Giving
Planned Giving
Inspire Future Generations. Leave a Legacy.
We are grateful to those alumni and friends who consider making provisions for the College in their estate plans. Planned gifts provide important long-term support for the College and our programs. In some cases, these gifts can also reduce your tax liability.
There are simple ways to make a meaningful gift during your lifetime, or through your estate plans. Some of the most common vehicles include: bequests, life insurance policies, IRAs or other retirement plans.
It’s never too early to consider planning your gift! We'd welcome a conversation about how these or other options could benefit both you and William James College.
To learn more about ways to support the College, including the options noted below, through a planned gift, please contact Lynn Alberding, Director of Alumni Relations and Annual Giving, lynn_alberding@williamjames.edu or 617-564-9459.
If you have already included William James College in your estate plan, please let us know so we can thank you!
Bequests
By including a bequest to William James College in your will, you can enrich and inspire future generations. Simply designate a specific dollar amount or asset, or a percentage of your estate.
Request information on how you and WJC can benefit from legacy gifts. View our sample bequest language.
Retirement Assets
Make an easy and tax-smart gift to William James College by using a qualified retirement plan such as a 401(K), 403(B) or Individual Retirement Account (IRA). If you are 70 ½ or older, you can support William James College now through an IRA Charitable Rollover (a tax-free distribution!) or you can make a future legacy gift (at any age) through your retirement plan assets, which is simple, quick and revocable if you change your mind.
Life Insurance
William James College will be honored to accept gifts of life insurance if you choose to name William James College as the beneficiary and owner of the policy. Fully paid-up policies that are no longer needed for their original purpose can be excellent planned gifts.
Donor Advised Funds
Some individuals create donor advised funds in order to facilitate their charitable giving. A donor advised fund often allows its donor to designate one or more charities to benefit from any unspent funds at his or her death. Although this does not generate any additional tax benefit for the donor (as the assets of a donor advised fund already belong to charity), it is an opportunity to advance the individual’s final charitable wishes. William James College would be honored to benefit from such a fund at the donor’s death.
Thank you for your visionary support!
You should always consult your legal or financial advisor when considering a special gift. William James College is not qualified to give legal or tax advisory service.