planned giving

Ways to Give

The Ultimate Gift - a Bequest in Your Will
Friends of the Muscarelle Museum of Art often seek ways to perpetuate their support for our mission. A bequest is a simple and effective way to continue your contribution beyond your lifetime. A bequest can:

• endow your annual gift in perpetuity.
• create an unrestricted endowment, providing flexibility to the Director to meet the Museum's most pressing needs.
• provide for the particular needs of the Museum that you specify; your gift can, for example, endow a collection or a curatorial position.

A bequest is an easy gift to make with an attorney's help. Bequest provisions can be written to suit your exact inclination.

Unrestricted Bequests

• Bequest of Cash
  • I give, devise, and bequeath _____% of the remaining assests of my estate to The College of William and Mary Foundation, a charitable corporation, for the general support of the Muscarelle Museum.
  • I give, devise, and bequeath the sum of $ _____ to The College of William and Mary Foundation, a charitable corporation, for the general support of the Muscarelle Museum.
• Bequest of Fine Art
  • Please contact the museum staff for more information on how to bequeath art work to the museum.

Residuary Bequest

• I give, devise, and bequeath all the rest, residue, and remainder of my estate to The College of William and Mary Foundation, a charitable corporation, for the general support of the Muscarelle Museum.

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 seperate letter of designation to remain on file with the Foundation and the Muscarelle Museum. 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
The beneficiary form can be obtained from the administrator/custodian of your IRA, 401(k), or other retirement plan and should specify "The College of William and Mary Foundation for the general support of the Muscarelle Museum." Our federal tax identification number is 54-0734117.

Life Insurance
The beneficiary form can be obtained from the insurance company and should specify "The College of William and Mary Foundation for the general support of the Muscarelle Museum." Our federal tax identification number is 54-0734117.

Charitable Trusts
You can establish a trust in your will or revocable living trust to provide lifetime income to your surviving spouse ot other heirs, with the assets eventually passing to The College of William and Mary Foundation for the general support of the Muscarelle Museum. Such trusts can also be established during your lifetime to provide a current income to you and other heirs.

Recognition

The Boyle Society
The Sir Robert Boyle Legacy Society was established in 1992 to recognize those alumni and friends who have made future provisions for William and 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. The Boyle Legacy Society honors Sir Robert Boyle, the noted 17th century physicist whose bequest provided important support during the College's founding years. Benefits of Boyle Legacy society membership include an annual luncheon program, special newsletter, and engraved commemorative lapel pin. For further details, please call Dee McNamara at (757) 221-1291.

For Further Assistance
A knowledgeable and experienced staff is available to assist you and your professional advisors in accomplishing your charitable, finaincial, and estate planning objectives. For further information, please contact:

Sally P. Wolfe
Director of Development
Muscarelle Museum of Art
PO Box 8795
Williamsburg, VA 23187-8795
(757) 221-2717 phone (757) 221-2711 fax
spwolf@wm.edu

Lee G Walsh '75, M.Ed. '90, CFP, Director of Gift Planning
lgwals@wm.edu
Diane McNamara, J.D., Associate Director of Gift Planning Administration
dmgree@wm.edu
Office of Gift Planning
The College of William and Mary
PO Box 1693
Williamsburg, VA 23187-1693
(757) 221-1004 phone (757) 221-1508 fax