A Planned Gift May Be an Attractive Way for You to Participate in Bicentennial Initiatives
Donors celebrating reunions this year, may, like the Meads, find fixed payments from charitable gift annuities attractive.
Due to the historically low IRS Discount Rate used to calculate deductions, other donors are considering charitable lead annuity trusts and retained life estate contributions.
A charitable lead annuity trust makes payments to Hamilton for a term of years — to meet Bicentennial Initiatives campaign priorities — with the trust principal plus appreciation delivered to heirs at greatly reduced gift tax cost. The increased gift tax exemption and generation-skipping transfer tax exemption can be leveraged with a charitable lead annuity trust.
A retained life estate allows you to contribute your primary residence to the College, making one of your largest assets productive, while retaining the right to live in and enjoy it for life.