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Gifts from Wills and Trusts

How it Works

  • Include a gift to William & Mary in your will or trust.
  • Make your gift unrestricted or direct it to a specific purpose at William & Mary.
  • Indicate a percentage of your estate or trust or specify an amount.
  • Consult with the Gift Planning team to obtain the proper legal name and suggested language for your gift. The team can work with you on the paperwork necessary to ensure that your gift benefits the programs and areas at William & Mary that are most meaningful to you.

Benefits

  • Your assets remain in your control during your lifetime.
  • You can modify your future gift to address changing circumstances and priorities.
  • You can direct your future gift to a particular purpose at William & Mary.
Wills and Bequests flowchart
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