Planned Giving

Giving From Your Donor-Advised Fund

Gift of Donor-Advised Fund Diagram

How It Works

  • Name Wells College as a beneficiary of your donor-advised fund.
  • Designate us to receive all or a portion of the balance of your fund through your fund administrator (you can also make a grant to us at any time from your donor-advised fund).
  • The balance in your fund passes to Wells College when the fund terminates.

Benefits

  • You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
  • Maintain flexibility to change beneficiaries if your needs change during your lifetime.
  • Pledge commitments may be fulfilled by donor-advised funds.

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The material presented on this Planned Giving website is not offered as legal or tax advice.
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Wells College promises a relevant liberal arts and sciences education. Intellectually challenging. Reinterpreted for today. Classroom teaching combined with hands-on learning. Wells graduates enter the world prepared for successful futures.

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