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For you and for Bates...

Thousands of alumni and friends have made Bates College a philanthropic priority in their lives. They have found ways to do the best they can for the College, both in terms of generous gifts during their lifetimes as well as deferred gifts that come to Bates after their passing.

The pages on this site illustrate examples of the more common types of planned (or deferred) gifts made by members of the Phillips Society, the planned giving society of Bates College. The information offered here is intended only as a general guide, and you should consult your attorney or tax advisor with respect to the effect deferred gifts may have on your particular estate and income tax situation.

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The information on this web site is intended to provide accurate information regarding planned giving at Bates College, but is not intended as legal, accounting, tax, investment, or other professional advice. If such advice is required, the services of a competent professional should be sought. The gift calculations within are for illustration purposes only. Actual benefits may vary. For more information on Bates planned giving, contact: Elizabeth Limerick, Director of Planned Giving.