Legacy Giving
Legacy Giving
Legacy gifts can transform neighbors helping neighbors from aspiration to reality, through an enduring connection with your community. These thoughtful gifts may be directed to specific efforts, such as special grants to address emergencies, or annual financial support for the Chest’s member agencies.Your legacy gift can also equip the Williamstown Community Chest to serve our community now and in the future.
1. Leave a Gift in Your Will
A charitable bequest is a simple and flexible way to support the community and may provide valuable tax savings to your estate. You can create a bequest of any dollar amount, or designate a percentage of your estate in your will or trust plan. The flexible gift option can be revised at any time. Sample language is provided below.
2. Beneficiary Designation
You can name the Williamstown Community Chest as a charitable beneficiary of your assets, such as a retirement plan, IRA, life insurance policy, bank account or donor-advised fund (DAF). A charitable beneficiary designation is completely separate from your will, does not require the services of an attorney, and can be revised at any time. Simply request, and revise, your beneficiary designation form from your plan administrator. See below for specific information you will need to complete the form. Learn more.
3. Marketable Securities
Donating appreciated securities may be more beneficial than donating cash because, in addition to receiving a charitable deduction, you could avoid capital gains tax on the sale of the appreciated stock. Please note, it is the policy of the Williamstown Community Chest to sell all marketable securities promptly upon receipt. Learn more.
To learn more about these giving opportunities and other options for making a contribution that is meaningful to you, contact Anna Singleton, executive director, at 413.458.2443 or by email at Anna@WilliamstownCommunityChest.org
Williamstown Community Chest
84 Spring Street, Williamstown, MA 01267
413.458.2443
EIN #04-6044550
Williamstown Community Chest recommends all prospective donors seek the assistance of personal legal and financial advisors in matters relating to their gifts, including the resulting tax and estate planning consequences.
Sample Bequest Language
The following is intended to help you and your attorney draft a bequest that honors your values and satisfies your interests. If you choose to create a gift for a particular purpose, please contact us to assure that your intention can be fulfilled.
Specific bequests allow you to designate a dollar amount or percentage of your estate to the Williamstown Community Chest.
Simply add a paragraph of text to your will or trust:
I give, devise, and bequeath (cash of $_______) or (_______% of my estate) to Williamstown Community Chest, located in Williamstown, Massachusetts, a non-profit charitable organization, organized and existing under the laws of the Commonwealth of Massachusetts, to be used for its general purposes (or for a particular purpose).
Residual bequests allow you to designate the remaining portion of your estate as a gift to the Williamstown Community Chest, after payment of all expenses and specific bequests to other beneficiaries have been made.
Simply add a paragraph of text to your will or trust:
I give, devise, and bequeath to the Williamstown Community Chest, located in Williamstown, Massachusetts, a non-profit charitable organization, organized and existing under the laws of the Commonwealth of Massachusetts, all (or state a percentage) of the rest and residue of my estate to be used for its general purposes (or for a particular purpose).
Williamstown Community Chest
PO Box 204, 84 Spring Street, Williamstown, MA 01267
EIN #04-6044550
For more information contact Anna Singleton, executive director 413.458.2443 or asingleton@williamstowncommunitychest.org
Designation of Beneficiary
Contact your plan administrator or financial institution for a change of beneficiary designation form or complete it online. Williamstown Community Chest recommends all prospective donors seek the assistance of personal legal and financial advisors in matters relating to their gifts, including the resulting tax and estate planning consequences.
To add Williamstown Community Chest as a primary or contingent beneficiary:
Beneficiary Name: Williamstown Community Chest
EIN (in place of SSN or TIN): #04-6044550
Address: PO Box 204, 84 Spring Street, Williamstown, MA 01267
For assistance in completing the form, contact our office at 413.458.2443
Gifts of Securities
Donating securities held by your broker:
Your broker can transfer securities to our account at:
MountainOne Investments
296 Main Street
Williamstown, MA 01267
DTC #0226
For further credit to the account of Williamstown Community Chest
Account #HDQ719706
Broker: National Financial Services
Representative: Rob Abel, telephone 413.458.1805
It is very important that you notify us of your intent so that we may properly acknowledge your gift.
If you notify your broker in writing, please send a copy to:
Williamstown Community Chest
Attention: Anna Singleton
PO Box 204
Williamstown, MA 01267
Donating securities that you hold in certificate form:
For specific instructions please contact Anna Singleton at 413.458.2443 or ASingleton@WilliamstownCommunityChest.org
Williamstown Community Chest recommends all prospective donors seek the assistance of personal legal and financial advisors in matters relating to their gifts, including the resulting tax and estate planning consequences.
our annual campaign and fundraisers
every dollar raised helps support services provided locally by our member agencies
Fundraising Milestones
100% of the funds raised by the Williamstown Community Chest go directly to our 19 member agencies. As in years past, any first time donor’s support will be matched through a special gift.
$ 1
Million
RAISED SINCE 1927
$ 1
K
2023-24 GOAL
$ 1
K
RAISED
1
AGENCIES SERVED
