Wellesley College - Office for Resources: Charitable Remainder Trusts

Charitable remainder trusts can be designed to provide variable or fixed income payments. Wellesley College serves as trustee for many trusts and provides, through its agents, all of the required services without charge.

The minimum gift to fund a charitable remainder trust at Wellesley College is $100,000.

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

Features of a Charitable Remainder Trust

Support for Wellesley College
Provides income to the donor or a beneficiary for a term of years or for life
Favorable capital gains treatment on appreciated assets
Provides professional asset management at no cost
Provides a charitable income tax deduction (for a portion of the value) in the year of the gift

Life Income Gifts | Charitable Gift Annuities | Pooled Income Funds | Charitable Remainder Trusts

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Office for Resources and Public Affairs
Date Created: November 19, 2002
Date Modified: January 8, 2008

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