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Hamilton Plans Newsletters

Fall 2008

Consider the Benefits of Life Payment Gifts

Charitable gift annuities and charitable remainder unitrusts are especially appealing in a low interest rate environment. Before you complete your year-end tax planning, you may want to consider the benefits of a planned gift with Hamilton.

A Charitable Gift Annuity is one of the simplest and most popular ways to enjoy the satisfaction of a gift, while receiving fixed payments for life and saving income taxes. The charitable deduction and fixed payments depend on the number and ages of the annuitants. Charitable gift annuities are backed by all of Hamilton's assets.

 A Charitable Remainder Unitrust allows you to make a gift that ultimately supports the College while providing you or another beneficiary with quarterly payments. You will save income tax and potentially capital gains and estate taxes. A unitrust provides variable payments expressed as a percentage of market value on the annual valuation date. Hamilton is one of about 50 colleges and universities in the country that has received a Private Letter Ruling from the Internal Revenue Service allowing the College to invest charitable remainder unitrusts with its endowment, providing increased diversification and growth potential.