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Goals and Benefits

Your Goals

Your Strategy

Your Benefits

Maximize your deduction; minimize the gift details

Use cash to make your gift to Wells

Claim your deduction against a larger portion of your adjusted gross income and make an immediate impact on Wells

Afford a larger gift to Wells – and avoid capital gains liability

Give appreciated stock or bonds held over one year

Buy low and give high – make a gift that costs you less than the benefit it delivers to us, while avoiding capital gains tax

Make a gift for Wells' future that doesn't affect your cash flow or portfolio now

Put a bequest in your will (cash, specific property, or a share of the estate residue)

Today – a gift that costs you and your family nothing. Tomorrow – an estate tax deduction

Retain income benefits from the assets you give to Wells – thus afford a larger gift

Create a charitable remainder annuity trust or unitrust

Receive income for your lifetime; receive a charitable deduction; diversify your holdings

Tap one of the most valuable assets in your portfolio to make a gift to Wells

Use real estate to make your gift to Wells

Avoid capital gains tax, receive an income tax deduction – and have the option of a gift that doesn't affect your lifestyle

Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren

Create a charitable lead trust which supports programs at Wells for a fixed, finite period with the principal going to your heirs.

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family

Avoid capital gains liability on the transfer of a business or partnership interest

Contribute the partnership interest or closely-held stock to Wells

Avoid capital gain liability, receive an income tax deduction, and utilize a gift asset you may have overlooked

Locate an overlooked asset that you can easily give to Wells

Name Wells as beneficiary of your retirement plan; leave other assets to family

Eliminate income tax on retirement plan assets; free up other property to pass to your heirs

Make an endowment gift from income rather than capital

Create a new life insurance policy, or donate a paid-up policy whose coverage you no longer need

Increase your ability to make a significant gift to Wells



Pettibone House
Aurora, NY 13026
315-364-3275 | Fax: 315-364-3441
E-mail: advancement@wells.edu

Planned Giving content and Legacy Planner® copyrighted © 2010 VirtualGiving.


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Have a question about giving to Wells?
E-mail us or call the
Office of Advancement
at 315-364-3275.
    Wells College
    170 Main Street, Aurora, NY 13026
    Admissions Information 1-800-952-9355
    General Information 315-364-3266
   The content of this document is maintained by
   Wells office of advancement ( advancement@wells.edu )
   Comments and questions are most welcome.