Charitable Remainder Annuity Trust
(Is this gift for you?)

A charitable remainder annuity trust is for you if ...

• You want to make a major gift to Wells College while retaining or increasing your income from the assets you contribute.

• You hold appreciated stocks or bonds and want to avoid the capital gains cost of a sale.

• You prefer the stability of a fixed income.

• You want a larger charitable deduction for your gift than the unitrust option would provide.

• You hold tax-free bonds and want to continue to draw tax-free income from your gift plan.

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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