Giving and Generating Income
The gifts described below allow you to give to Wheaton College while generating income for yourself and your family.
A charitable gift annuity provides fixed payments to you or others you name for life in exchange for your gift of cash or securities. The new – and higher – annuity rates announced may make this gift a perfect fit for you.
A deferred gift annuity provides fixed payments to you for life in exchange for your gift of cash or securities. The payments start on a date you choose that is at least one year after you make the gift. If you are doing retirement income planning the new – and higher – annuity rates may make the deferred gift annuity the answer to your charitable and financial planning goals.
Do you want to benefit from the tax savings that result from supporting Wheaton College? A trust can reduce or even eliminate any gift or estate tax that might otherwise be due in your charitable donation to Wheaton.
A charitable remainder unitrust can help you maintain or increase your income while making a significant gift to Wheaton College. If your unitrust grows, your payments will grow too, providing a hedge against inflation.
A flip unitrust can be an excellent way for you to give an asset that may take time to sell and receive substantial payments for life once the flip unitrust sells your asset. You might also be interested in using a flip unitrust to make a gift now that will supplement your income in the future, such as when you retire.
A pooled income fund is a trust that is established and maintained by Wheaton. Your gift of cash or securities is combined with other gifts in the fund and you receive a tax deduction plus income for life.