Welcome Meet our Donors Legacy Circle Legacy Planner Goals and Benefits Compare Gift Options Gift Calculator Tip of the Day Gift Plans » Assets You Can Give » Frequent Questions Glossary Request Information Our Team   President's Welcome Wells at a Glance Campus Directory Wells Bookshop Book Arts Center Experiential Learning Career Services Summer Programs Off Campus Study Library Resources Internet Resources Giving Search Site: AllAny   Featured Link:  • Legacy Planner •    Giving News Related Links ·  Gift illustration ·  Complete gift description ·  Is this gift for you? ·  Who should trustee? ·  Additional Planning Tips ·  Gift example « Back Charitable Remainder Unitrusts (Is this gift for you?) A charitable remainder unitrust 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 assets -- securities, a business, or investment real estate -- and want to avoid the capital gains cost of a sale. You want the income from your gift to be able to grow over time. You desire maximum flexibility in the operation of your gift: You want income paid to your beneficiary for a term of years instead of their lifetime. You want income to go to more than one beneficiary. You want the option of choosing the trustees of your gift plan. You want to donate an appreciating but temporarily illiquid asset to Wells. 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.