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Why put someone you have never met in your will? Because future Wellesley women, women you will never meet, will have more opportunities because of the gifts you will have provided.
  • More than one-third of Wellesley's endowment has originated from bequests.
  • Many of Wellesley's most beautiful buildings were created through bequests.
  • The College's need-blind admission policy is made possible by scholarship funds established through bequests.
When you write Wellesley into your will, you join a long tradition of alumnae helping students across generations.

For more information, please call or e-mail Peter V.K. Doyle, Director of Planned Giving, at 800-253-8916 or pg@wellesley.edu



Barbara Reade Levings  A Major Part:
Barbara Reade Levings '47
"Wellesley has given so much to me. I can't begin to count the number of wonderful experiences that would not have happened to me were it not for the friendships that are part of this place. Simply put, the College has been a major part of my life. Knowing that Wellesley is named as a beneficiary of my estate is yet another way I can repay the College for all that it has done for me."

Barbara Reade Levings '47 is a former Trustee of the College and a former president of the Wellesley Students' Aid Society. Her charitable remainder unitrust is designated to create a current-use fund for the acquisition of new trees for the College campus landscape.



Resources Home > Ways to Give > Kinds of Gifts > Planned Gifts > Estate Planning

Estate Planning

What Is a Bequest?

A bequest is a gift made at death through your will or trust. For many friends of the College, a bequest is a practical way to provide meaningful financial resources for Wellesley's future.

Bequests have been a traditional source of Wellesley support. Since 1875, thousands of bequests, large and small, have come from people who want to help strengthen Wellesley's educational excellence.

Your bequest to Wellesley may be for a specific dollar amount, a percentage or fraction of your estate, or a part of all the residue of your estate after other specific bequests have been paid. A bequest to Wellesley may also be in the form of a trust, providing income to another individual for life, with the trust principal coming to the College upon the death of the income beneficiary.


Outright Bequests

The outright bequest is the simplest means of making a gift at your death.

I give Wellesley College, Wellesley, Massachusetts, _____ dollars ($_____).

Or

I give Wellesley College, Wellesley, Massachusetts, ___ percent (___%) of my estate.


Contingent Bequests

The contingent bequest provides for family and friends and will benefit the College only if the named beneficiaries predecease you.

I give, devise, and bequeath to my sister, Mary Wilson, the sum of _____ dollars ($_____). In the event she shall predecease me, I direct this sum be paid to Wellesley College, Wellesley, Massachusetts.


Designating a Bequest

Although an unrestricted bequest is of special value, allowing the College to use it however needed, many Wellesley donors have special interests that they may wish to support.

You may designate the use of your bequest for such purposes as student scholarship support or faculty salary advancement. A bequest may also be used to create an individually named permanent endowment fund, which may be established with a minimum of $50,000.

However, it is recommended that any specific purposes be described as broadly as possible. If circumstances permit, donors should consult the College before drafting a detailed plan for a specified purpose.

If a gift is restricted, it is desirable to include the following clause: If in the opinion of the Trustees of Wellesley College my gift cannot be usefully applied for such a purpose, this bequest may be used for another purpose that the Trustees believe is most in keeping with my expressed wishes and intent.

For purposes of legally naming the College in a bequest, the College's corporate name should be used: Wellesley College, Wellesley, Massachusetts.






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Date Created: November 19, 2002
Date Modified: January 8, 2008


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