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Compare Gift Plans

Where do you want to go? Click on the gift plans that interest you to learn more about how they can help you and us reach our goals.

Or, select up
to 3 plans to

Outright Gifts

Gifts of Cash
Maximize your charitable deduction and deliver immediate benefits to Wells.

Gifts of Appreciated Securities
The IRS allows you one of its most significant tax breaks for gifts of appreciated securities. Here's information on how to transfer these assets to Wells.

Gifts of Real Estate
Make a substantial gift to Wells through a transfer of residential, commercial, or undeveloped real estate.

Gifts of Business Interests
Give Wells an interest in a closely-held or family business.

Gifts of Partnership Interests
Support Wells by transfering interest in a real estate or oil-and-gas partnership. Learn what the IRS requires and how we review gift offers.

Gifts of Personal Property
Donate books, artwork or equipment and secure an income tax deduction.

Estate Gifts

Gifts by Will or Living Trust
Give to Wells College without effecting your cashflow during your lifetime.

Gifts of Retirement Plans
Your retirement plan may be worth more when donated to Wells than to your heirs.

Gifts of Life Insurance
Create a significant endowment for Wells without dipping into your capital assets.

Gifts in Partnership With Us

Charitable Bargain Sales
This part-gift/part-sale transaction gives you a charitable deduction plus cash to purchase other property.

Charitable Lead Trusts
Freeze the taxable value of your appreciating assets by using them to make gifts today and pass them back to family members later.

Charitable Remainder Annuity Trusts
Combine a charitable gift with a predictable fixed-income payout by placing your donation into an individually managed trust.

Charitable Remainder Unitrusts
Choose from several options that best meet your personal financial situation and our needs.

Retained Life Estates
Give Wells your house and continue to live there rent-free.

Select up to
3 plans to



Pettibone House
Aurora, NY 13026
315-364-3443 | Fax: 315-364-3362
E-mail: development@wells.edu

Planned Giving content and Legacy Planner® copyrighted © 2008 VirtualGiving.


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Have a question about giving to Wells?
E-mail us or call the
Office of Development
at 315-364-3414.
    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 development ( development@wells.edu )
   Comments and questions are most welcome.