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Planning Your Gift
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Ben Madonia '74
866-729-0317 315-859-4648 (fax) |
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Helping donors meet philanthropic and personal planning objectives.At Hamilton we describe a planned gift as a contribution made with the right property, at the most opportune time, in the most advantageous form for maximum benefit to the College and the donor. Planned gifts may be outright, in trust, by Will or in some combination.Hamilton has a long-standing tradition of bequests, and a more recent tradition of life payment contributions. During the past 25 years, more than $50 million of life payment gifts have been completed. The College has developed expertise in this area and is supported by Kaspick & Company, one of the most prominent firms in the country in the management of planned gifts. In addition, Hamilton is equally adept at handling gifts of appreciated property of all kinds, including real estate, closely-held stock, restricted stock, partnership interests, retirement plan assets, and tangible personal property: Art, antiques, furniture, rare books, manuscripts, personal papers, maps, documents, carpets, and collections of written and recorded music. At Your ServiceHamilton makes a number of resources available to you, including the following:
Recent DevelopmentsHamilton received a private letter ruling from the IRS allowing charitable remainder trusts to be invested with the College's endowment - see PLR. 2007 Tax Savings Checklist
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