A Gift Anyone Can Give
It's Easy to Plan a Gift by Will
View and download your FREE copy of A Guide to Making Your Will.View My Guide
You want to leave money to Bates in your will. You also want the flexibility to change your will in the event that life circumstances change. You can do both.
In as little as one sentence, you can complete your gift. This type of gift to Bates in your will or living trust, helps ensure that we continue the Bates education and experience for years to come.
How It Works
Meet Tom and Martha. When they got married and created a will, they included a $75,000 gift to Bates. As the family grew to include three children, Tom and Martha decided to revise their gift to ensure their children's future financial security.
They met with their attorney and revised the gift language so that Bates received a percentage of their estate, instead of a specific amount. Tom and Martha now rest easy knowing their plans will provide for the people and the college they love.
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Not Sure How to Begin Planning?
- Contact the Office of Gift Planning at (207) 786-6246 or Toll-free: (800) 762-3145 or firstname.lastname@example.org for additional information or to chat more about the options for including Bates in your will or estate plan.
- Seek the advice of your financial or legal advisor.
- If you include Bates in your plans, please use our legal name and federal tax ID.
Legal Name: President and Trustees of Bates College
Address: 2 Andrews Road, Lewiston, ME 04240
Federal Tax ID Number: #01-0211781
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.