Planned Giving
Including William & Mary Law School in Your Estate Plan
Making a bequest to William & Mary Law School is a wonderful way to ensure the future financial security of the school. Please name the Marshall-Wythe School of Law Foundation (Federal Tax ID# 54-1224563) as the beneficiary of your will, revocable living trust, or retirement plan. If you already have a will, you can add a codicil or amendment to your existing estate plan.
Legal Name
Please specify The Marshall-Wythe School of Law Foundation as beneficiary in your will, revocable living trust, and other testamentary documents. Our federal tax identification number is 54-1224563.
Unrestricted Bequests
The following are examples of suggested language for use in making an unrestricted bequest to the Law School in your will:
- Specific Bequest:
I give, devise, and bequeath _____% of the remaining assets of my estate to The Marshall-Wythe School of Law Foundation, a charitable corporation, for the general support of the Law School.
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- Residuary Bequest:
I give, devise, and bequeath all the rest, residue and remainder of my estate to The Marshall-Wythe School of Law Foundation, a charitable corporation, for the general support of the Law School.
Restricted Bequests
If you wish to designate your bequest for a specific purpose, we would be pleased to provide appropriate language for you to share with your attorney. Alternatively, you may specify the purpose of your bequest in a separate letter of designation to remain on file with the Law School Foundation. We can prepare this letter for your review based on our discussions. You are encouraged to consult with us to ensure that your bequest can be used effectively in the way you intend.
Retirement Plans
You can designate The Marshall-Wythe School of Law Foundation as a beneficiary of your IRA, 401(k), 403(b), commercial annuity, or other retirement plan. The beneficiary forms can be obtained from your plan administrator.
Life Insurance
You can name The Marshall-Wythe School of Law Foundation as a beneficiary of a life insurance policy. The beneficiary form can be obtained from the insurance company.
Charitable Trusts
You can establish a trust in your will or revocable living trust to provide lifetime income to your surviving spouse or other heirs, with the assets eventually passing to The Marshall-Wythe School of Law Foundation. Such trusts can also be established during your lifetime to provide a current income to you and other heirs.
Recognition
The Robert Boyle Legacy Society was established in 1992 to recognize those alumni and friends who have made future provisions for William & Mary in their estate plans, in any form or amount. Such provisions may be in the form of bequests, trusts, annuities, life insurance or other means. Benefits of Boyle Legacy Society membership include an annual luncheon program, special newsletter, and engraved commemorative lapel pin.
For Further Assistance
A knowledgeable and experienced staff is available to assist you and your professional advisors in accomplishing your charitable, financial, and estate planning objectives. For further information please contact:
Katey
Kirsten