Planned Giving Resources
To help you determine the ideal gift to Wheaton we've developed an easy-to-use web tool. It's just a few questions... Give it a try!
Giving to Wheaton College can be either immediate or deferred through a planned gift based on you and your family's needs. We’ve created a chart so you can compare the different types of assets and determine the advantages of giving certain gifts.
Try our gift calculator to personalize the gift you are interested in making to Wheaton College.
If you are advising a client who is considering a planned gift or bequest to Wheaton College, we welcome the opportunity to work with you in helping your client.
The IRA charitable rollover is now permanent and is a terrific way to make a tax-free gift to Wheaton College using your qualified retirement plan.This gift may also satisfy your required minimum distribution (RMD).
If you have included Wheaton in your estate plans, we hope you will let us know and allow us to count you as a member of The Founders Society. Please see our confidential gift notification form.
Making a gift of publicly-traded securities to Wheaton College can potentially save you both income tax and capital gains tax. To make your gift of securities, please see our stock transfer instructions.