Learn which assets are most commonly used to fund a gift.


Students in a meeting

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.
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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.
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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.
Campus in an early fall

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.
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Personal Property

A gift of artwork, coins, antiques, or other personal property can be an excellent way to support Wellesley.
Students in a lab

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.