The annual gift tax exclusion remains an excellent method to transfer assets to family and friends during one’s lifetime. You can give $14,000 ($28,000 for a married couple) to as many recipients as you wish each year without it counting against your lifetime gift, estate and generation-skipping transfer tax exemptions.
Please advise the College if you have included Hamilton in your estate plan or completed a planned gift so you may be honored and recognized as a Joel Bristol Associate.
For more information about planned gifts at Hamilton, please go to:
or call Ben Madonia ’74 or Joni Chizzonite at 866-729-0317.