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Planned Giving Resources

Find Your Best Gift

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!

Compare Gifts

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.

Planned Giving Calculator

Try our gift calculator to personalize the gift you are interested in making to Wheaton College.

For You and Your Financial Advisor

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 Gift (QCD)

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).

Confidential Form

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.

Securities Transfers

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.