Planned Giving

Why a Planned Gift?

When you integrate your financial goals with your personal ideals, you decide what the future will be. By planning your gift you may consider your needs coupled with your charitable goals. Tax savings may be realized while providing a life income for you or another. The satisfaction of giving to a program that will benefit the students of Washington and Lee and the communities where they will live, work and serve may be the best reason for a planned gift.

IRA Rollover

Pension Protection Act of 2006 Extension
Are you 70 1/2 or older? If so, the recent financial rescue plan legislation may benefit you, too! Learn More

ALERT: Although Congress has temporarily waived minimum required distributions for tax year 2009 as part of the Worker, Retiree and Employee Recovery Act of 2008, the IRA Rollover opportunity may still provide you with an excellent opportunity to make a gift during your lifetime from an asset that may become subject to multiple levels of taxation later when you are gone.