If you are advising a client who is considering a planned gift or bequest to Washington and Lee University, we welcome the opportunity to work with you in helping your client.
It’s really never too early – or too late – to do retirement planning. With this in mind, W&L offers the following list of basic points to consider.
Estate planning can entail difficult choices, but once your plan is in place, it provides a sense of relief and peace of mind. You’ll know that you have done your best to plan and provide for yourself and for loved ones, as well as for the causes you’ve cared about during your lifetime.
A gift plan can provide you substantial tax benefits, especially when you give stock or real estate. Depending on your situation, you may save income taxes, capital gains taxes, probate expenses, and estate taxes.
Sample bequest language is offered below for your legal counsel’s consideration in preparing your will or trust.
To help you determine your ideal gift to W&L, we offer an easy-to-use web tool. It's just a few questions. Give it a try!
The planned gift that is best for you depends on your goals for the gift. We’ve created a chart that lets you compare the characteristics of your choice of gift plans.
Try our gift calculator to personalize the gift you are interested in making to Washington and Lee University.