Benefits of Giving

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In addition to supporting the mission of Wheaton, a planned gift can provide to you substantial tax advantages, especially on gifts of stocks and real estate. The total income, estate, and capital gains tax savings and the probate expense savings can come close to the amount transferred. The benefits include: 

  • Income Tax Deductions
  • Reduced Capital Gains Taxes
  • Reduced Estate Tax
  • Income for Life

Simply by taking advantage of incentives the IRS provides, you and your advisor can craft a gift that fits your needs, as well as the needs of Wheaton. A planned gift makes it possible for you, your loved ones, and Wheaton to all benefit.