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 Wendy Dillon, Director of Development, wendy_dillon@williamjames.edu or 617-564-9363.

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.

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.