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How It Works
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You transfer cash or securities to Wesleyan University.
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Wesleyan pays you, or up to two annuitants you name, fixed income for life.
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The principal passes to Wesleyan when the contract ends.
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Benefits
- You receive an immediate income tax deduction for a portion of your gift.
- Your annuity payments are guaranteed for life, backed by a reserve and the assets of Wesleyan.
- Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
- You can have the satisfaction of making a significant gift that benefits you now and Wesleyan later.
More
For more information
If you are considering a charitable gift annuity, email us, complete the personal illustration form, or call us at (860) 685-5775 so that we can assist you through every step of the process.
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