Several individuals, including trustees taking up the mantle of savvy charitable entrepreneurs, have begun conversations about planned gifts since the June meeting. For example, potential donors have expressed interest in charitable remainder trusts funded with appreciated securities and real estate, gifts that will accomplish charitable as well as personal planning objectives. As we have discussed at these meetings over the years, planned gifts can be structured to meet capital campaign goals – to build or care for buildings and add to scholarship endowment in support of Bicentennial Initiatives.
The powerful benefits of contributing appreciated securities and real estate held long term, outright and in trust, remain in effect. Charitable remainder trusts allow donors to lock-in the current value and diversify assets in a tax wise way
Please keep in mind the opportunities provided in June as you speak with others interested in Hamilton, for example completing a contribution in advance of merger and acquisition activity. In addition, several points require an update, since federal tax legislation has not been enacted into law:
Hamilton makes a number of resources available to you, including the following: