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Gift Planning

Giving intelligently is easier than it seems. While the tax laws pertaining to charitable gifts are ever-changing and complicated, several different philanthropic options are available, offering you a wide variety of benefits. The options listed below will help you navigate the many decisions affecting you and your family about charitable gifts.

The college's gift planning professionals will work closely and confidentially with you and your financial advisers to ensure that your gift achieves your individual goals and expresses your personal vision for Wheaton.

Income producing gift plans

Charitable Gift Annuities
Charitable Lead Trusts
Charitable Remainder Trusts
Deferred Gift Annuities
Pooled Income Funds

Giving guidelines (by asset)

Charitable giving and your taxes
Planning for gifts by bequest
How to transfer Mutual Funds
Giving real estate
Giving IRA assets

For more information

Marjorie Houston
Director

Gift Planning
Wheaton College
26 E. Main Street
Norton, MA 02766
mhouston@wheatonma.edu

Download Fall 2006 issue (pdf)

Generations Archives

Fall 2005 issue (pdf)
Spring 2004 issue (pdf)
Winter 2003 issue (pdf)

GiftCalc, the online gift calculator, lets you explore how gift planning can benefit you. Determine your personal planned gift, charitable deduction, anticipated income or gift annuity income and taxation amounts. It's quick and easy, your personal information is secure and private, and you assume no obligation by using GiftCalc. Click on the GiftCalc image to give it a try.

This page is maintained by The Office of Gift Planning. Last updated on 4/14/09.
Questions about this page? Use our query form.