Hamilton College - Planned Giving - Timely Planning Strategies

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Planning Your Gift

Hamilton Plans

Contact Information

Ben Madonia '74

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

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:

October 2, 2009	Leading by Example
June 2, 2009	What Can I do?
February 27, 2009	Opportunities for You - Rebuilding Endowment
December 12, 2008	Asset Transfer Strategies
October 3, 2008	Will Survey
June 6, 2008	Retirement Plan Beneficiary
March 7, 2008	Planned Gifts for Younger Donors
November 30, 2007	To Do Well By Doing Good
September 28, 2007	Gifts of Real Estate
June 1, 2007	IRA Gifts - Planned Giving Update
March 2, 2007	PLR Issued by IRS
October 13, 2006	Pension Protection Act of 2006
June 2, 2006	Financing Buildings
September 30, 2005	PLR and Katrina Legislation
June 3, 2005	Private Letter Ruling ("PLR")
December 12, 2003	Investment Results
October 17, 2003	2003 Tax Act Personal Planning Checklist
June 6, 2003	Planning Concepts for Appreciated Securities
March 7, 2003	Contributions That Maximize Personal Planning Goals
December 6, 2002	Creative Contributions of Real Property
November 30, 2001	Charitable Gift Annuities
February 23, 2001	Transferring Assets to Heirs