Gifts by Will or Trust

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit Newton-Wellesley.

Naming Us in Your Assets

While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.

Life Income Gifts

Planned giving is a great way to support Newton-Wellesley while generating income for yourself and your family. Learn about the gifts that allow you to give to Newton-Wellesley while generating income for yourself and your family.