Popular Ways to Make a Planned Gift to Wheaton

IRA Charitable Rollover – Using QCDs and RMDs from IRAs

Susan uses her required minimum distribution (RMD) from her IRA for her philanthropy. Her generous gifts go toward her pledge to establish an endowed fund for experiential learning.

Donor Advised Funds

Linda'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.

Bequests from Estate and Will

John credits his success to a Wheaton education and experience. Through a bequest from his estate, he is leaving a lasting legacy to help the college continue to thrive and grow.

Using a Beneficiary Designation to Make a Gift

For Ana Brenescoto '15 and Caroline Stanclift '16, designating Wheaton College as a beneficiary of their IRAs was a logical step in giving back to the institution that set them up for success beyond college and provided them with a lifelong friendship.

Using a Blended Gift to Reach Your Charitable Goals

Priscilla's blended gift was her way of saying, "I want Wheaton to continue to do for others what it did for me."

Charitable Gift Annuity

Susan and Joe established multiple charitable gift annuities (CGAs) with Wheaton—receiving financial benefits today and ensuring their generosity will support students for years to come.

Establish a Planned Gift Annuity with Your IRA

Cheryl made her gift using a tax-deductible Qualified Charitable Distribution (QCD) from her IRA to set up a Charitable Gift Annuity (CGA). Her gift fulfills her philanthropic goal to support a rich, liberal arts experience at Wheaton.

Gifts that provide you and your loved ones with income and tax benefits

Charitable Remainder Unitrust

Gail and Peter were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. While their investments increased substantially in value, their potential capital gains tax bill was rising.

Passing Assets to Our Children – Charitable Lead Trust

Kathy and Ron worked for many years building their nest egg for retirement. While they felt their savings and investments would cover their needs, they wanted to make sure that their three children were provided for in the future.