PLANNED GIVING

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For Professional Advisers

The office of Planned Giving at Hobart and William Smith Colleges welcomes the opportunity to assist you as you incorporate your clients’ philanthropic objectives into their estate plans. Furthermore, we encourage prospective donors to consult with their professional advisers before making decisions based on information we provide.

Our goal is to help our donors create a legacy that meets their needs and wishes. We believe that it is vitally important that each gift has the benefit – and impact – that the donor intends.

Please feel free to contact us for a confidential conversation.

Legal Name: Hobart and William Smith Colleges

Tax I.D. Number: 16-0743040



The material presented on this Planned Giving website is not offered as legal or tax advice.
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Meet our Wheeler Society Members


Imogene Bruner Helm '50

"By locking in a future annuity rate, I was able to secure a very attractive rate for me now while making a significant contribution to the Colleges. "

(Deferred Charitable Gift Annuity)


Wheeler Society Booklet