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Alumni Relations
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Annual Giving

Planning Your Gift

Leading by Example

Committee on Development

October 2, 2009

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.

Of course, lifetime planned gifts – charitable remainder trusts, charitable gift annuities and charitable lead trusts – also count.
As an added incentive, anyone who includes Hamilton in his or her plans becomes a Joel Bristol Associate. Some of you may recall that the Joel Bristol Associates were established by the trustees in 1996 following the death of Bill Bristol '17. I could not think of a better way to honor the memory of Mac Bristol '43, than to become a Joel Bristol Associate at this time. Arguably, no person provided as much visionary leadership, successful volunteer effort and generous financial support as Mac.

At Your Service

Hamilton makes a number of resources available to you, including the following:

Email Ben Madonia '74 or Joni Chizzonite or call 1-866-729-0317 for more information.