Hamilton College - Planned Giving

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Planning Your Gift

Contact Information

Ben Madonia '74

866-729-0317
315-859-4648 (fax)

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 Service

Hamilton makes a number of resources available to you, including the following:

Ben Madonia '74
can answer your questions about planned gifts.

Planning your estate;
Tax law updates;
Timely personal planning strategies;
Hamilton Plans newsletters, and
You may request sample bequest language.

Recent Developments

Charitable IRA Legislation extended to 2008 and 2009

You may direct transfers to Hamilton and other charities from IRAs, if

· you are at least 70 ½ years of age.

· the check is sent directly to the college from the IRA.

· transfers do not exceed $100,000 per year.

· the gift is outright (life income gifts do not qualify).

The amount of the gift counts toward your minimum distribution requirement and is excluded from your gross income. However, no federal income tax charitable contribution deduction is allowed.

If you have questions, please call or write Ben Madonia '74 at 866-729-0317 or bmadonia@hamilton.edu.

PRIVATE LETTER RULING

Hamilton received a private letter ruling from the IRS allowing charitable remainder trusts to be invested with the College's endowment - see PLR.