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b'WILLIAM JAMES COLLEGE 31ÃÛÌÒtv would be honored to benefit from such a fund at the donors death. Legacy SocietyRegardless of the vehicle that works best for you,your support means a great deal to ÃÛÌÒtv. When you make a planned gift, you become a member of ÃÛÌÒtvs Legacy Society. The society celebrates the gracious and visionary support by those individuals who have included A bequest can include a specific property orÃÛÌÒtv in their estate plan. amount or can be a percentage of the overall valueHave you already included the College in your of an estate. Bequests can easily be written whenestate planning? If so, Thank You! Please let creating a will or trust or by adding a short codicil, us know so we can welcome you into the Legacy or amendment, to an existing will or trust. Society, where you will be recognized in the annual Tax-Wise Gifts to Rapport magazine, receive invitations to social and ÃÛÌÒtv educational events, and have the knowledge that your support makes a profound difference in the lives Retirement Plans. Qualified retirement plans areof our students, faculty, and most importantly, the often the most tax-burdened assets you can own sinceindividuals and families that they serve. Of course,they may be subject to multiple layers of taxation,we would honor your wish to remain anonymous if including both income and estate taxes, when you die.that is your preference.Designating these assets to ÃÛÌÒtvFor more information on including William enables an individual to make a significant gift whileJames College in your estate planning, please contact realizing substantial tax savings. You can makeWendy Dillon at 617-564-9363 or advancement@ÃÛÌÒtv a full or partial beneficiary williamjames.edu.of your retirement plan or IRA and leave morePlease Note: We do not offer legal, tax, or financial favorably taxed assets to family members. planning advice. You will need to consult with your Life Insurance. The College will be honored to befinancial planning, tax, or legal advisors to see how a named as a beneficiary of life insurance policies orplanned gift may fulfill your financial goals. to accept irrevocable gifts of life insurance if you choose to name ÃÛÌÒtv as both the beneficiary and owner of the policy. Ways to GiveDonor-Advised Funds. Some individuals create donor-advised funds in order to facilitate theirSecurely online at williamjames.edu/givecharitable giving. A donor-advised fund often allowsMail your check to ÃÛÌÒtv, its donor to designate one or more charities to benefit from any unspent funds at their death. Although1 Wells Avenue, Newton, MA 02459this does not generate any additional tax benefitTo donate securities, wire funds, or if for the donor, since the assets of a donor-advisedyou need assistance, please contact the fund already belong to charity, it is an opportunityAdvancement Office at 617-564-9459to advance the individuals final charitable wishes.or give@williamjames.edu.'