Founders Stories
Learn the many ways that donors have made an impact through their acts of generosity.
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Part Gift and Part SaleSusan and Kevin bought a vacant lot along Lake Michigan many years ago. They had planned to build a second home so that their family could spend their summers along the lake.
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Sale and UnitrustGene and Carol purchased stock in a small medical service company several years ago. The company has done well.
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Tax-Free SaleHoward and Lynn were both age 55 when they purchased some vacant land a few miles outside of town. They thought real estate would be a good investment that could be sold later for a profit.
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Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!We have all heard the saying "You can't have your cake and eat it too." This phrase describes a situation where we want two good things at the same time when that isn't possible.
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Bequest of InsuranceMarla and Wayne purchased a life insurance policy many years ago to create security for their children's future.
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Providing for Our Children's FutureRon and Kathy worked for many years building their nest egg for retirement.
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Give it Twice TrustWhile visiting her favorite charity's website, June came across the idea of a give it twice trust. She contacted the charity for more information.
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Leading for the FutureLuke and Cynthia spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
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A Bequest to Save TaxesThomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate.
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Gift Annuity for Real EstateJonathan purchased his home many years ago for $80,000. The home is now worth $420,000. Jonathan wants to sell his home and buy a condo for $130,000.
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What Will You Do with Your Unspent Retirement Savings?Michael and Kelly were retired engineers with two adult children. They owned a home, some stocks, and IRAs.
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Deferred Gift AnnuitySeveral years ago, Larry and Allison invested $30,000 in what they believed to be an attractive stock.
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Transferable on Death (TOD) GiftsHarold and Jeanne married after meeting at an event Wheaton College held for our donors. They wanted to leave a legacy gift...
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Gift of a Bank Account When No Longer Needed (POD)Keith has been a faithful supporter of Wheaton College and makes regular gifts to support our work.
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Current GiftsAs is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
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Flexible Deferred Gift AnnuityLuis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially in value.
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Property Turns Into IncomeMiranda lived in the family home where she and her spouse had raised their three children. After her spouse passed away, Miranda found it increasingly difficult to care for her property.
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The Retirement UnitrustMary grew up on a farm. When her parents passed away, she and her husband Bill inherited the farm.
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Endowment GiftPat and Shelly were recently married. They both had been dedicated volunteers at their favorite charity for many years.
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Peace of Mind Gift AnnuityMany years ago, Clara bought a home. Since she was very pleased with her home, she bought stock in the company that built the home.
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Capital Gains Tax BypassedPeter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio.
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Fixed Income for RetirementAfter working for decades as a pediatrician in a small town, Patricia is ready to retire.
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Using a Beneficiary Designation to Make a Gift to CharityJoanne and her late husband Hal had been longtime supporters of our organization. Recently, Joanne's children encouraged...
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BequestsPriscilla's generous bequest was her way of saying, "I want Wheaton to continue to do for others what it did for me."
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Donor Advised FundsLinda's gifts are granted to Wheaton through her Donor Advised Fund. See how she uses smart philanthropy to give back to the institution that has meant so much to her.
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