Appreciated Securities
(Double Your Benefits)
How it works
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You transfer securities to Wells College.
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Wells sells your securities and uses the proceeds for its programs.
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Benefits
- You receive gift credit and an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
- You pay no capital gains tax on the securities you donate.
- You can direct your gift to a specific fund or purpose.
- You can have the satisfaction of making a significant gift now or funding a life-income gift that benefits Wells later.
For more information
Email us, complete the personal illustration form, or call us at 315-364-3443 so that we can assist you through every step of the process.
Pettibone House Aurora, NY 13026
315-364-3443 | Fax: 315-364-3362
E-mail: development@wells.edu
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