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Planned Giving

Securing a Promising

Future for Wheaton College

For over a century, Wheaton alumni and friends have used planned gifts to provide future support for the kingdom work at Wheaton College. Their thoughtful stewardship provides a steady stream of gifts that help Wheaton continue its mission, even during economically challenging times.

A gift through your estate plan or a life income gift allows you to leave a lasting legacy, support the areas at the College that mean the most to you, and experience tax or financial benefits. The Gift Planning Services team works to help donors who support Wheaton College, providing technical expertise on various estate and strategic (tax-advantaged) giving strategies.

Giving to Build a Legacy

Planned Giving Vehicles

There are many gift options to make a transformative impact at Wheaton.

  • The simplest way to give through your estate is to name Wheaton College on your retirement account beneficiary designations.

  • You can make an estate gift – also called a “bequest” – to Wheaton College through your will or trust. An estate gift allows you to make a significant gift while maintaining control over your assets during your lifetime. The terms of your will or trust are flexible and can be modified if your charitable priorities shift.

  • Create a lifetime income flow for you and a loved one, receive a tax deduction, possibly avoid capital gains tax, and support Wheaton.

  • A charitable account allowing donors to “bunch” years of giving now in order to exceed the standard deduction, allowing you to recommend gifts to charities over time.

  • For donors 70 ½ or above, IRA giving through a QCD is a great way to minimize tax, even for non-itemizers.

  • A charitable remainder unitrust (CRUT) is a giving vehicle that allows a donor to create an income flow for themselves or a loved one, and make a significant gift to Wheaton College.

Interested in Planned Giving?

Our Gift Planning Services team can answer your questions and explain the options available to you.
Read the FAQs
Michael and Elaine Jordan smiling at the camera in front of a blue background.
“Navigating our parents’ estate at their passing made it clear that these matters require time and expertise. We attended an estate planning seminar and found out that Wheaton College Trust Company has experience serving as executor and trustee. Knowing we could appoint them in our estate was more attractive than a faceless, secular bank/trust that didn’t share our goals. We named WCTC as an executor and trustee in our estate plans, and they help us set up a Donor Advised Fund to coordinate our giving to charitable ministries.”
Michael and Elaine Jordan
Danielle Hilgers Headshot
“Our team at Gift Planning Services dedicates themselves to supporting Wheaton College students and advancing the mission of Christ and His Kingdom through estate gifts and other planned gifts. We assist individuals in making informed decisions and maximizing tax reduction strategies, helping them to be responsible stewards of their God-given resources.”
Danielle Hilgers, Director of Planned Giving
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Students smiling in front of Bily Graham Hall.
Imagine Your Lasting Impact

Explore a Planned Gift

Learn More About Planned Giving