Gift Planning Resources

Booklets

• Wheaton College Trust Company Booklet (PDF)
• Wheaton College Donor Advised Fund Booklet (PDF)

Information Sheets

• Blanchard Society
• Charitable Remainder Trusts
• Donor Advised Funds
• Estate Review
• Gift Annuities
• Gift Planning Services Vehicles and Services
• IRA Qualified Charitable Distributions (QCDs)
• Strategic Giving
• Tax-Advantaged Retirement Account Giving
• Tax-Embedded Assets
• Wheaton College Trust Company

Recent Issues of Talents Newsletter

• Spring 2024
  Testimentary CRUT: The Gift it Twice Trust
  Real Estate Giving
  
  
• Fall 2023
  Legislative Changes
  Easy Estate Giving
  
  
• Spring 2023
  Gift Annuities and Charitable Remainder Unitrusts
  Legacy Scholarship
  Donor Advised Funds