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Your legacy
for all time coming

You can use gift planning to provide for your loved ones and make a gift that will reverberate through William & Mary for generations.

Gift Planning

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Gifts from Wills & Trusts

Making a gift through a will or trust is the most popular way to support William & Mary. You can give a specific gift or a percentage of your estate to support the area at William & Mary that is most meaningful to you.

Gifts from Retirement Plans

Donating all or a percentage of your retirement plan is an excellent strategy for making a future gift. You might also be able to use your retirement plan to make a tax-advantaged gift during your lifetime.

Tuesday June 23, 2026

Bills / Cases / IRS

Gift Annuity Rates Effective July 1, 1999

Single Life

Two Lives - Joint and Survivor

Bookmark

IRS Turns the Tables - New Mortality Tables

Grainger, Estelle C. v. Commissioner

Ferguson

Final Section 664 Regulations

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Resources for Professional Advisors

PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.

For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.