Gift Planning

imagebrowser image“Williams’ future has never been brighter.”
 
“The guiding principal of both of our families has been the importance of education to the development of the individual and the institutions of the world.  Williams has been a critical part of this principal for our family for over 50 years and is now in the process of educating the third generation.  Under the stewardship of Morty Schapiro, who arrived in Williamstown at the same time we met and fell in love, we believe that Williams’ future has never been brighter.  We are happy to provide financial support to Williams and are thrilled that our children are learning the majesty of the purple valley.”
– Liz and Todd Krieg

More personal stories...

Plan Your Gift to Williams 

Williams College offers a full range of charitable gift planning services to alumni and friends. We can help you explore a host of gift options that will allow you and your family to make a great difference to present and future Eph generations.

This site offers gift planning ideas and vital information to help you consider and complete a planned gift.  For more detailed information on giving options "click here" or visit the navigation bar on the left to explore further.  You can utilize our gift calculator, learn about The Ephraim Williams Society, find sample bequest language, or simply read fellow Ephs personal giving stories.We stand ready to continue the conversation at gift.planning@williams.edu, by phone at (877) 374-7526 or (413) 597-3538, and by fax at (413) 597-4039. 

 If you are ready to make a gift of securities or a cash wire to fund any of type of gift, please view our Gift transfer Instructions
 

TAX-FREE GIVING FROM IRAs
(under the Emergency Economic Stabilization Act of 2008, passed by Congress on October 3, 2008)

All of the following criteria must be met in order for your gift to qualify as tax-free:

  • IRA distributions can be made in any amount up to $100,000 for 2008 and $100,000 for 2009.
  • Only applies to traditional or Roth IRAs. Employer-sponsored retirement plans, such as SEP IRAs, Simple IRAs, 401(k)s, and 403(b)s, do not qualify.
  • IRA custodian must transfer assets directly to charity (e.g. check payable to Williams College). Do not let the assets pass through your hands first or they will not qualify for tax-free status.
  • Outright gifts only (no life income arrangements such as gift annuities or charitable remainder trusts).

Detailed instructions for making a gift from your IRA to Williams