Presently, Planned Giving is conducting a Will Survey of the Hamilton family, essentially asking alumni who have named Hamilton in their estate plans to advise the College and those who have not done so to consider the possibility. It occurred to me that as trustees, we should lead the way and strive for 100% participation, similar to our effort on behalf of the Annual Fund. Beyond estate plan provisions, you can qualify by naming Hamilton the beneficiary, or contingent beneficiary, of your retirement plan assets. As discussed at these meetings over the years, retirement plan assets pass tax free to Hamilton, while your non-spousal heirs may receive only $0.35 of each dollar left to them.
Hamilton makes a number of resources available to you, including the following: