Deferred Gift Annuity
(Is this gift for you?)

A deferred gift annuity is for you if ...

• You are in high earnings years, looking for both income tax savings now and an additional source of revenue when you retire.
• You want to make a significant gift to us and receive payments in return.
• You want to maximize the payments you receive from your planned gift -- and you want to lower your income tax on those payments.
• You want the security of payments that won't fluctuate during your lifetime.
• You also appreciate the safety of your payments being a general financial obligation of the institution.

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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