Planned Giving - Timely Planning Strategies

Planning Your Gift

Timely Planning Strategies

The Trustees of the College are given information about gift planning at most of their quarterly meetings. These Timely Planning Strategies are based on the current economic climate, recent tax law changes, if any, creative information about planned gifts and sometimes about gifts in process.

Recent Timely Planning Strategies are available to review:

American Taxpayer Relief Act, March 1, 2013
Unitrust Results Demonstrate Benefits of
Planned Gifts, December 7, 2012
2012 Provides Extraordinary Estate Planning Opportunities, June 1, 2012
An Excellent Time for a CLAT, March 2, 2012
Bicentennial Initiatives, March 4, 2011
Tax Strategies, October 8, 2010
Opportunities in Uncertain Times, June 4, 2010
Estate Tax law Reverts to 2001, March 5, 2010
Leading by Example, October 2, 2009
What Can I do?, June 2, 2009
Opportunities for You - Rebuilding Endowment, February 27, 2009
Asset Transfer Strategies, December 12, 2008
Will Survey, October 3, 2008
Retirement Plan Beneficiary, June 6, 2008
Planned Gifts for Younger Donors, March 7, 2008
To Do Well By Doing Good, November 30, 2007
Gifts of Real Estate, September 28, 2007
IRA Gifts - Planned Giving Update, June 1, 2007
PLR Issued by IRS, March 2, 2007
Pension Protection Act of 2006, October 13, 2006
Financing Buildings, June 2, 2006
PLR and Katrina Legislation, September 30, 2005
Private Letter Ruling ("PLR"), June 3, 2005
Investment Results, December 12, 2003
2003 Tax Act Personal Planning Checklist, October 17, 2003
Planning Concepts for Appreciated Securities, June 6, 2003
Contributions That Maximize Personal Planning Goals, March 7, 2003
Creative Contributions of Real Property, December 6, 2002
Charitable Gift Annuities, November 30, 2001
Transferring Assets to Heirs, February 23, 2001

Alumni Office Class Contacts >>

Planning Your Gift

Timely Planning Strategies

Recent Timely Planning Strategies are available to review:

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