Planned Giving

A planned gift can provide income to you and your loved ones, while allowing you to make a valuable contribution to the Davis. Planned gifts can be charitable gift annuities, trusts, bequests, etc. A bequest is a simple and meaningful source of support to the Davis.
 
A bequest is a gift made through your estate plan. If you have a will or trust, or plan to create one, consider including a gift for the Davis. A bequest can be made for a specific dollar amount, or for a percentage, a fraction, or the balance of your residuary estate.
 
You can give cash, personal property, real estate, securities, insurance policies, or retirement plan assets. Or you may choose to create a trust, providing income to another individual for life, with the trust principal coming to the Davis upon the death of the income beneficiary.
 
Bequests are an important and meaningful source of support for the Davis. For more information and assistance, please contact the Office of Gift Planning at giftplanning@wellesley.edu or call 800.358.3543.