Opportunities Abound in Uncertain Times

Gifts to heirs and asset transfer strategies — grantor retained trusts and charitable lead trusts — are especially attractive this year because:

  • Gift taxes are lower than in 2009 and 2011.
  • Generation skipping transfer taxes are suspended in 2010.
  • Historically low IRS discount rates.

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 the Planned Giving page and/or call Ben Madonia ’74 or Joni Chizzonite at 866-729-0317 to discuss tax-saving strategies.

Contact Information

Ben Madonia

Director of Planned Giving
866-729-0317 bmadonia@hamilton.edu

Contact Information

Fred Rogers

Director of Annual Giving

Contact Information

Office of Alumni Relations

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