Other Planned Gifts

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 & Mary Foundation for the general support of Swem Library."  Our federal tax identification number is 54-0734117.

Life Insurance

You can name Swem Library as a beneficiary of a life insurance policy.  The beneficiary form can be obtained from the insurance company and should specify "The College of William & Mary Foundation for the general support of Swem Library."  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 or other heirs, with the assets eventually passing to The College of William & Mary for the general support of Swem Library.  Such trusts can also be established during your lifetime to provide a current income to you and other heirs.