Learn which assets are most commonly used to fund a gift.
Stocks and Bonds
Giving appreciated stock that you have owned for more than one year is one of the most tax-advantaged ways to make a charitable gift. With careful planning, you can reduce your capital gains tax while supporting Wellesley College.
Retirement Assets
Making a gift of your retirement assets, such as an employee retirement plan, IRA, or tax-sheltered annuity, is an excellent way to shield your heirs from taxes while funding Wellesley's future.
Life Insurance
Life insurance is a valuable asset for making a charitable gift. You can make a gift of a life insurance policy without diminishing other investments or assets earmarked for family members.
Real Estate
A gift of real estate allows you to preserve your cash assets, receive tax and income advantages, and make a significant charitable gift to Wellesley.
Personal Property
A gift of artwork, coins, antiques, or other personal property can be an excellent way to support Wellesley.
Donor-Advised Fund
A donor-advised fund can provide you with immediate tax benefits while making your charitable giving easier for years to come. Might a donor-advised fund be right for you? Here’s how it works.