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Charitable Remainder Annuity Trust
(A Stable Dose of Fixed Income)



How it works

You transfer cash, securities or other appreciated property into a trust.

The trust makes fixed annual payments to you or to anyone you name.

When the trust ends, the principal passes to Wells.

Benefits

  • You receive an immediate income tax deduction for a portion of your contribution to the trust.

  • You pay no capital gains tax on any appreciated assets you donate.

  • You or your designated income beneficiaries receive stable, predictable income for life or a term of years.

  • You can have the satisfaction of making a significant gift that benefits you now and 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

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










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.