In addition to supporting the mission of Williston Northampton, a planned gift can provide you with substantial tax advantages, especially on gifts of stocks and real estate. The total income, estate, and capital gains tax savings you realize and the probate expense savings can come close to the amount you transfer to Williston Northampton. The benefits include:
- Income Tax Deductions
- Reduced Capital Gains Taxes
- Reduced Estate Tax
- Income for Life
Simply by taking advantage of incentives the IRS provides, you and your advisor can craft a gift that fits your needs, and Williston Northampton. With the increased standard deduction in the tax law that became effective January 1, 2018, an immediate income tax charitable deduction resulting from a planned gift may lead to itemizing deductions and greater tax savings. A planned gift makes it possible for you, your loved ones, and Williston Northampton to benefit.
We want to be sure that we can fulfill your wishes. If you have any questions, please contact:
Eric Yates
413-529-3300
eyates@williston.com
Chief Advancement Officer
Williston Northampton School