PLANNED GIVING

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The Wheeler Society

We are honored to serve as the Co-Chairs of the 25th Anniversary of The Wheeler Society; the HWS planned giving recognition society. Over the course of the next two years, the Colleges will expand outreach to alumni, alumnae, parents and friends, seeking your participation in The Wheeler Society.

As alums and parents of two Hobart and William Smith students, we greatly appreciate the extraordinary impact planned gifts have had on the Colleges over the years. Yet, to secure the ongoing excellence of the liberal arts education offered to our students, many more loyal supporters need to include the Colleges in their long-term plans.

It is really easy to join the Wheeler Society; you simply need to believe in the mission of the Colleges. Your planned gift - of any type and at any level - will allow you to make a lasting statement of your support for the Colleges and their mission while still securing your economic future and that of your family. The booklet "Celebrating 25 Years of Making a Difference" outlines the impressive history of The Wheeler Society, its many members and the impact of their gifts. And it describes various giving methods and benefits for making a planned gift - whether you are young, old or somewhere in between.

As you read the booklet, we think you will get ideas about how you, too, can create your legacy at Hobart and William Smith. As always, your loyal support of the Colleges is appreciated.

Sincerely,
Trustee Chris '84 and Rene Whitney '83 Welles P'12, P'15

P.S. If you have already included the Colleges in your plans, please contact the Office of Planned Giving and let us know of your gift so that you can be thanked and acknowledged as a member of The Wheeler Society.

Current Members

Click here to view Wheeler Society members that are providing for the future.


The material presented on this Planned Giving website is not offered as legal or tax advice.
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Meet our Wheeler Society Members


Sandra Rivera '85

"I believe that your money is like your vote—you have to put it toward what you really believe in."

(Retirement Plan)


Wheeler Society Booklet