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As we quickly move toward year end, we begin to take inventory of our financial matters. Planning today will help you make the most of your philanthropic dollars. Donations made to Williamson before December 31 may increase your tax refund or reduce the amount you might owe in April. While cash gifts are most common, gifts of securities and other assets are very popular ways to make a gift. Many alumni and friends of Williamson find they can now leave more to loved ones and/or the School free of federal estate and gift taxes. Planned Gifts provide numerous benefits through Life Income Gifts, Wills, Living Trusts, Retirement Assets and Life Insurance. As you look to the future you might consider these options. At this writing, alumni and friends over 71 years might be eligible to make a gift through the provisions of the Pension Act of 2006 and a rollover from an IRA. If you have any questions regarding establishing a bequest or other planned gift, please contact John Schlesinger in the Office of Institutional Advancement at 610-565-1095 or jschlesinger@williamson.edu.
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