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Annual Giving

Planning Your Gift

Recent Developments

IRA Charitable Rollover Extended

On December 16, 2014, Congress passed and the President signed legislation extending to 2014 a provision that allows direct transfers to Hamilton (and other public charities) from IRAs.  The amount of the gift is excluded from gross income - even though it counts toward the Required Minimum Distribution - and no income tax charitable deduction is allowed.

You may direct transfers to charities from IRAs without tax consequence, if:

  • You are at least 70 1/2 years of age.
  • Your IRA administrator sends the check directly to Hamilton.
  • Transfers do not exceed $100,000 per year.
  • Gifts are outright - charitable trusts and gift annuities do not qualify.

Even if you have taken your required IRA distribution in 2014, you may find a contribution to Hamilton from your IRA attractive because of the way retirement assets are taxed.


2014 Year-End Tax Planning

Taking advantage of available planning opportunities by December 31, 2014, can help you reduce your income, estate and gift tax exposure while acheieving your personal and financial goals.  Click here for more details.


American Taxpayer Relief Act

A full description of ATRA prepared by Hamilton’s legal counsel can be viewed at Private Clients Alert.

Donor Opportunities

For those who wish to benefit Hamilton, charitable gift annuities can make your assets productive.  Please call Ben Madonia '74 at 866-729-0317 or go to the gift calculator.

Real Estate – A Timely Gift

This may be an opportune time to consider a gift of real estate, regardless of where it is located. By donating a personal residence, commercial property or undeveloped land, you may accomplish philanthropic and personal planning objectives. Read more about a gift of a vacation residence from Win and Lawry Gulick '52.


Private Letter Ruling

Hamilton received a Private Letter Ruling from the IRS allowing charitable remainder trusts to participate in the investment return of the College's endowment. 


Join the Joel Bristol Associates

Have you included Hamilton in your estate plan? Please advise us so we can include you in the Joel Bristol Associates.

At Your Service

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

Email Ben Madonia '74 or Joni Chizzonite or call 1-866-729-0317 for more information.