Planned giving is a powerful way to support Wheaton’s future. By naming the college in your will, retirement accounts, or income-generating gifts, you help ensure a transformative education for generations to come. In return, you may receive tax advantages, potential lifetime income, and recognition in our Founders Society.
Ways to Give
You can make a bequest by including the college in your will or living trust with a specific amount, asset, or percentage of your estate with the help of an attorney.
You can designate Wheaton as a full or partial beneficiary of your retirement, investment or bank account, or your life insurance policy. Beneficiary designations allow you to transfer assets directly to Wheaton or individuals, regardless of the terms of your will.
If you are 70½ or older, a charitable gift using your IRA can be a tax-smart way to give—helping you support Wheaton while satisfying your required minimum distribution requirement. You may make a one-time gift from your IRA to establish a charitable gift annuity. Specific rules apply.
A charitable gift annuity is a simple way to support Wheaton while securing steady, lifetime payments for yourself or a loved one. Funded with cash or appreciated securities, it offers dependable income and potential tax benefits in return for your generosity. You may use a one-time IRA rollover distribution ($54K max) to create a CGA.
Why We Give
Friends Ana Brenescoto ‘15 and Caroline Stanclift ‘16
Adam Bart ‘96
Joscelyn Varieur ‘74
Eric Tomansini ‘97
Questions?
Contact the Planned Giving Team at [email protected] or 508-286-3393.