Gifts to heirs and asset transfer strategies — grantor retained trusts and charitable lead trusts — are especially attractive this year because:
Charitable Gift Annuities provide fixed payments for life.
Contribute appreciated securities and real estate held long term. Claim an income tax charitable deduction for fair market value and avoid recognition of long-term gain.
Make a gift of securities, sell some securities, using the income tax charitable contribution deduction to offset gain.
Refer to Planned Gift Solutions at www.hamilton.edu/PlanningYourGift and/or call Ben Madonia ’74 or Joni Chizzonite at 866-729-0317 to discuss tax-saving strategies.
Please advise the College if you have included Hamilton in your estate plan or completed a planned gift so you can be honored and recognized as a Joel Bristol Associate.
