Looking to give before year’s end? If you’d like to make a 2013 planned gift, please email the Gift Planning team or call us toll-free at 877-374-7526.Thank you and happy holidays!
Plan Your Gift to Williams
Williams College offers a full range of charitable gift planning services to alumni, parents and friends. The Office of Gift Planning can help you explore a host of gift options that will allow you and your family to make a difference to present and future Eph generations.
This site offers ideas and information to help you consider and complete a planned gift to Williams. Explore Giving Options here, or visit the navigation bar on the right. You can utilize our gift calculator, learn about The Ephraim Williams Society, find sample bequest language, or simply read fellow Ephs’ personal giving stories.
Make a Tax-Free Gift from your IRA!
Through December 31, 2013, every IRA owner can give up to $100,000 to a qualified charity (like Williams) using the IRA charitable rollover.
Click here to learn more.
2013 General Tax Update
The Williams College Office of Gift Planning is a resource for the latest tax news from Washington D.C. The “American Taxpayer Relief Act of 2012” (“ATRA”) signed into law in early January 2013 contains many important provisions that may impact your charitable, financial and estate plans. Some of the highlights are outlined generally below.
- Extended through December 31, 2013, is the ability for people age 70 ½ or older to make tax-free individual retirement account (IRA) distributions, up to a maximum of $100,000 per year, directly to a qualified charity.
- Starting in 2013 ordinary income, long-term capital gains and dividend tax rates increased for individuals earning more than $400,000 and married couples earning more than $450,000.
- The current estate, gift and GST tax is preserved at the 2012 unified exemption of $5.25 million (to be adjusted for inflation). The top tax rate increases from 35% to 40%.
For a more comprehensive look at ATRA, click here to read the CCH Tax Briefing Special Report: tax.cchgroup.com/downloads/files/pdfs/legislation/ATPR.pdf
Keep in mind that the future of the entire tax rate structure may be reconsidered if Congress tackles comprehensive tax reform.
The Williams College Office of Gift Planning is here to answer your questions, and continue the conversation!
- Telephone: (877) 374-7526 or (413) 597-3538
- Email: email@example.com
- Fax: (413) 597-4039
If you would like to transfer appreciated securities or other assets directly to Williams, please visit the Trust and Estate Administration Office website for instructions, or contact the Office by phone (413) 597-4118 or via email firstname.lastname@example.org.