Plan for your future and Wheaton's

Your planned gift creates lasting impact and strengthens your financial future.

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IRA Charitable Rollover

An IRA charitable rollover allows individuals 70½ and older to reduce their taxable income by making a gift to Wheaton College directly from their IRA.

If you are 70½ or older, you can make an IRA charitable rollover directly to Wheaton. Your gift reduces your taxable income, lowers the taxes owed on withdrawals and helps provide a transformational liberal arts education for all students.

Benefits of an IRA charitable rollover

Avoid taxes on transfers of up to $111,000 from your IRA to Wheaton.
Satisfy your required minimum distribution (RMD) for the year.
Reduce your taxable income, even if you do not itemize deductions.
Make a gift that is not subject to the deduction limits on charitable gifts.
Ensure that current and future generations of students benefit a Wheaton education.

IRA charitable rollover video

How an IRA charitable rollover gift works

Contact your IRA plan administrator to make a gift from your IRA to Wheaton.
Your IRA funds will be directly transferred to the college.
Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
Notify the Office of Planned Giving if you wish for your gift to be designated for a specific purpose.

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Booklet

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Thank you for considering an IRA charitable rollover gift to us. The website link will take you to your IRA custodian's website, where you may be able to log in and make a gift to Wheaton College. Another option is to use the phone number to call your IRA custodian. They will assist you in making an IRA charitable rollover gift. If you would like to notify us of your generous IRA charitable rollover, please complete the Notify us of your IRA charitable rollover section.

Please note this is a time sensitive transaction. If the IRA charitable rollover is intended to satisfy your required minimum distribution for the current year, verify with your custodian that this transaction will be completed prior to December 31. If the transaction is not completed prior to December 31, you may be subject to penalties if you have not satisfied your required minimum distribution.