Planned Giving

You Can Make a Difference

The Wellesley Council on Aging

The Wellesley Council on Aging (WCOA) is a valued resource to residents age 60 and older.  The COA provides comprehensive programs, services and assistance to optimize quality of life, and to enable meaningful social connections and collaborations that inspire a spirit of community across the generations within our town.

 

Leaving Your Legacy

Accomplish your philanthropic goal by making a planned gift to the New Era Fund in support of the Council on Aging, and leave your legacy right here in Wellesley! Gifts of all sizes are appreciated and make a difference. You will be helping support a vibrant aging experience to enrich the lives of Wellesley residents for generations to come.

The New Era Fund

The New Era Fund, established by the Friends of the Wellesley Council on Aging, provides capital funding to support programs, services, building enhancements and equipment that are not funded through the Town budget.  The New Era Fund is held on behalf of the Friends by the Foundation for MetroWest.

 

Historic Prospective

Bequests from two Wellesley residents, Billie Tolles and Almira Simons provided significant funds that today enhance the lives of Wellesley seniors.  In large part, due to the generosity of Billie Tolles, the Tolles Parsons Center opened in 2017.  Additionally, the Almira Simons Trust provides funds each year to benefit Wellesley seniors in financial need.

Why Give

A planned gift to the New Era Fund will help the WCOA continually adapt to the ongoing needs of Wellesley seniors in an ever-changing environment.  With your commitment, you’ll join a special tradition, initiated by Almira Simon and Billie Tolles, to help advance the mission of providing service to others.

 

Take the Next Step

One of the most common and simplest planned gifts is a bequest via your will or trust.  You can include The New Era Fund in your will or trust by giving a specific dollar amount, percentage of your estate, or by leaving a specific asset—stocks, mutual funds, real estate, or other property.  Even if you have an existing will or trust, you can add an amendment or codicil at any time.  This can be an inexpensive and simple way to make a bequest.  A first step would be to consult with your attorney to determine how a bequest best works to accomplish your goals, and to then develop the language needed to apply to your will or trust.  Also, for assets which do not pass through a will or trust, supporting the New Era Fund can be as easy as changing the beneficiary designation.