On what Wells meant to her: "It is difficult to put into words what Wells has meant to me because it is a combination of so many different things: the traditions tying it to the past and at the same time staying in the forefront of the present and planning for the future. I am certain I would not be in my present position were it not for the four years spent at Wells which prepared me for a very productive career."
On what she did after Wells: "With my math major, I joined the General Electric Company and was a computer programmer and participant in the growth and technological progress of computer usage for engineering design and applications for 25 years. My husband and I enjoyed our stimulating and rewarding industrial careers. On the occasion of our 50th wedding anniversary, we thought it was appropriate to share some of our assets with the universities that built the solid educational foundations for our successful careers."
On why she and her husband chose a Charitable Remainder Trust: "The reason we chose a charitable remainder trust was to minimize our tax liability. Not only does the charitable remainder trust help us avoid estate taxes, but it also helps to avoid capital gains taxes."
For more information, contact Pamela Sheradin, Director of Leadership and Planned Giving, at 315.364.3200 or advancement@wells.edu. Please note that Wells College cannot render tax or legal advice and recommends consultation with a professional advisor before making a charitable gift.
The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.
Read full disclaimer|Site Map|Planned Giving Marketing Content © 2024 by MajorGifts.com.