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Planned Gifts in the Honor Our Past, Build Our Future Campaign

Washington and Lee's leadership is committed to doubling the number of people who have included W&L in their estate plans. You can participate and become a member of the Doremus Society, by naming W&L as an irrevocable beneficiary of a charitable trust, or arrange a lead trust, gift annuity or pooled income fund with W&L. Documented bequests and other revocable planned gifts from donors age 72 or older or from alumni celebrating their 50th class reunion at the time of the gift will also count towards a goal of $78M for these gifts. A separate goal of $12M has been established for revocable gifts from donors between the age of 50 and 71 at the time of commitment. These documented gifts include bequests, naming W&L as beneficiary of retirement plans or paid up life insurance policies and charitable remainder trusts where W&L is named as a revocable beneficiary.

The material presented on this Planned Giving website is not offered as legal or tax advice.
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