A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit W&L.
While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.
Planned giving is a great way to support W&L while generating income for yourself and your family. Learn about the gifts that allow you to give to W&L while generating income for yourself and your family. The new – and higher – gift annuity rates announced are generating great interest from our supporters.
Make a substantial gift to Washington and Lee University in the form of fixed annual payments and pass assets to your family or other heirs at reduced tax cost.
Donate your home, farm or a second home to W&L and receive an immediate income tax charitable deduction while retaining the right to live in your home for the rest of your life. If you itemize your deductions instead of taking the standard deduction, you could save significant income taxes.
Receive immediate cash and make a gift to Washington and Lee University by selling to us a valuable asset, such as real estate, for less than it is worth.