Ways to Give

So, you are ready to make your gift to Wheaton College! Thank You.

There are several ways to make your gift, please choose the way that’s most convenient for you.
For general questions about giving to Wheaton College: contact wheatonfund@wheatoncollege.edu or
(508) 286-8226 or toll free at (800) 896-3145, option 2.

Online

If you wish to make a credit or debit card gift to Wheaton College through,
please use our secure online giving form.

Check or Money Order

Checks or money orders should be made payable to Wheaton College and mailed to:

Wheaton College
College Advancement
26 E. Main Street
Norton, MA 02766

Print and Mail

Please print this form and mail it with your check or money order made payable to Wheaton College to:

Wheaton College
College Advancement
26 E. Main Street
Norton, MA 02766

Matching Gifts

Double or even triple your gift’s impact on the college! Contact your company’s personnel or human resources office to find out if your employer, or your spouse’s employer, has a matching gift program. You can also use our matching gifts search form.

Payroll Deduction

Wheaton College faculty and staff can sign up to have a gift deducted from their pay checks. To obtain the form click here.

Recurring Gifts

You can choose to make your gift in automatic monthly installments—turning your annual gift into an affordable way to support Wheaton College. To learn more about how a recurring gift can work for you, click here.

Appreciated Securities and Stock

Here is a quick guide to ensure the successful execution of your unrestricted, publicly-traded securities.

If you physically hold the shares: The stock certificate and a stock power must be sent to the Wheaton College Finance Office. Your stock power must include a guaranteed signature. For security reasons, this information should be sent in a separate envelope from the stock certificate. Both items should be sent to:

Wheaton College
Finance Office
26 E. Main Street
Norton, MA 02766

If the stock or mutual fund is held electronically in a brokerage account, and the security is being transferred by a broker: Instruct your broker to transfer security to one of the following broker accounts that Wheaton holds:

Merrill Lynch
DTC Clearing # 8862
For the account of: Wheaton College Account #6QP-02039

If you have security transfer questions, you may contact Merrill Lynch directly at: Joseph Crespi or Brenda Duggan (508) 823-4511

Charles Schwab & Co.
DTC Clearing # 0164, Code 40
For the account of: Wheaton College Account #9949-0265

If you have security transfer questions, you may contact LVW Advisors (Wheaton’s Investment Consultant) directly at:  Kathryn Leenhouts (585) 267-4911

NOTE:

• For mutual fund transfers: Merrill Lynch does not have seller agreements with some no load mutual funds, so please call our Merrill Lynch contact to make sure they can accept your mutual fund transfer, or simply use our Charles Schwab broker option instead.

Please ask your broker to include “your name” and the phrase “For the benefit of Wheaton College, Norton MA” in the transfer instructions.

Please notify Wheaton College of your gift of securities at:

Wheaton College                                Email: finance@wheatoncollege.edu
Finance Office                                    Phone: (508) 286-8208
26 E. Main Street                                Fax: (508) 286-3475
Norton, MA 02766

Details to provide:
Name of donor | Name of stock(s)/mutual fund(s) | Number of shares | Gift designation

You may choose to notify the college by completing the Stock Transfer Form.

Wire and ACH Transfers

Direct to:

Wells Fargo
18 Main Street
East Hartford, CT 06188

Details to include:

• Amount of payment in US dollars
• Beneficiary: Wheaton College Norton, MA
• Account #002014102160793
• Payment Details: Name and Purpose

For credit to the account of:

Wheaton College
Account Number: 002014102160793
ABA: 121000248
Swift Code: WFBIUS6S (for incoming foreign wires)

 Wheaton College Tax ID #04-2103638