Gifts of Retirement Assets
(Is this gift for you?)

A gift from your Retirement Account is for you if...

• You hold a 401(k), IRA, or other retirement plan.
• You prefer to make a gift to us through your estate plan.
• You want to balance your giving between providing for your family and for us.
• You want to ensure the most efficient distribution of the assets in your estate.

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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