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  • Non-Cash Gifts | Wheaton
    Stories Paul and Marilyn Ziemer Blanchard Society Full Story View All Stories Al and Janet Lindsten Blanchard Society Full Story View All Stories Home Giving to Wheaton Gift Planning Non Cash Gifts Non Cash Gifts Sometimes cash is not the most tax efficient giving option Learn about gifts of appreciated stock real estate and retirement plan assets Menu Gifts Through Your Estate Life Income Gifts Non Cash Gifts Gifts of Stock Gifts of Real Estate Retirement Plan Assets Estate Analysis Services Donor Advised Funds Wheaton College Trust Company N A Blanchard Society Tax Rules Gift Planning Forms Publications Glossary of Terms Have A Question Call Us 630 752 5332 Email Us gift plan wheaton edu Address Information Gift Planning Services Wheaton College Advancement 501 College Avenue Wheaton IL 60187 Fax 630 752 5807 Appreciated Stock Donating long term appreciated stock enables you to avoid potential capital gain taxes and receive a charitable income tax deduction in addition to advancing the work of Wheaton College More about giving stock Real Estate Gifts of appreciated real estate can have especially attractive tax benefits Real estate does not have to be donated outright but can be transferred to a charitable remainder trust to provide you with lifetime income More about gifts of real estate Retirement Plan Assets Many individuals are using retirement plan assets to make gifts to Wheaton College Since Wheaton College is a tax exempt organization the retirement plan assets avoid both estate and income taxes thus preserving more of the asset for the support of the ministry of the College More about giving retirement plan assets Contact Gift Planning Wheaton s Office of Gift Planning Services is pleased to help you plan your gift Attorney Dave Teune is available to provide additional information and assistance 630 752 5332 gift plan

    Original URL path: http://www.wheaton.edu/Giving/Gift-Planning/Non-Cash-Gifts (2016-02-17)
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  • Estate Analysis Services | Wheaton
    the extra mile in establishing a nationally chartered trust company Previous Next Al and Janet Lindsten Blanchard Society Full Story View All Stories Ed and Betsy Pearce Blanchard Society Full Story View All Stories Tom and Lorie Lindholtz Blanchard Society Full Story View All Stories Home Giving to Wheaton Gift Planning Estate Analysis Services Estate Analysis Services Utilize Wheaton s expert estate planning attorneys to review your plans and provide secular and charitable strategies for improvement Menu Gifts Through Your Estate Life Income Gifts Non Cash Gifts Estate Analysis Services Donor Advised Funds Wheaton College Trust Company N A Blanchard Society Tax Rules Gift Planning Forms Publications Glossary of Terms Have A Question Call Us 630 752 5332 Email Us gift plan wheaton edu Address Information Gift Planning Services Wheaton College Advancement 501 College Avenue Wheaton IL 60187 Fax 630 752 5807 If you intend to remember Wheaton College through your will living trust deferred gift or in some other way through your estate planning we offer a free no obligation customized analysis of your estate plan Our analysis will include Easy to understand flowcharts of your current estate plan A detailed written discussion of your plan including potential pitfalls Specific secular and charitable options to enhance your plan The analysis process may give you the knowledge and confidence to have a thoughtful informed and productive review of your estate planning goals and objectives with your attorney Heading How do I get started If you decide that an estate analysis would be helpful to you call 630 752 5332 or email Gift Planning Services at gift plan wheaton edu One of our estate planning professionals Dave Teune or Ruth Langworthy will be in touch with you In preparation you may be asked to fill out our Confidential Estate Planning Inventory

    Original URL path: http://www.wheaton.edu/Giving/Gift-Planning/Estate-Analysis-Services (2016-02-17)
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  • Donor Advised Funds | Wheaton
    to our heirs and will benefit Wheaton too We were convinced that Wheaton College had the best estate planning program that could facilitate our needs and provide for our various Kingdom causes Previous Next Bud and Betty Knoedler Blanchard Society Full Story View All Stories Tim and Cindy Jacobson Blanchard Society Full Story View All Stories Bob and Brenda McDonell Blanchard Society Full Story View All Stories Home Giving to Wheaton Gift Planning Donor Advised Funds Donor Advised Funds Partner with Wheaton College through the Donor Advised Fund a flexible and convenient one stop giving tool Menu Gifts Through Your Estate Life Income Gifts Non Cash Gifts Estate Analysis Services Donor Advised Funds Grant Recommendation Form Wheaton College Trust Company N A Blanchard Society Tax Rules Gift Planning Forms Publications Glossary of Terms Have A Question Call Us 630 752 5332 Email Us gift plan wheaton edu Address Information Gift Planning Services Wheaton College Advancement 501 College Avenue Wheaton IL 60187 Fax 630 752 5807 Wheaton College created the Donor Advised Fund not only to enhance your giving to Wheaton College but also to encourage and facilitate your giving to other qualified charities The Donor Advised Fund provides an efficient flexible way to make gifts of appreciated property as well as cash Online Donor Advised Fund grant recommendation form PDF Donor Advised Fund grant recommendation form The following are some important advantages of the Donor Advised Fund that may make it an important tool in your charitable planning One Stop Giving The Wheaton College Donor Advised Fund provides a convenient cost effective opportunity for charitable giving particularly the gifting of appreciated assets which would be difficult or inconvenient to split between your favorite charities Give now recommend charities later And you receive just one concise receipt for income tax purposes Recommend Charities The Donor Advised Fund gives you the opportunity not only to support the ministries of Wheaton College but also recommend other charities for gifts from the Donor Advised Fund Build a Charitable Legacy The Donor Advised Fund is a hassle free alternative to the private family foundation Use the Donor Advised Fund to create your own charitable endowment which will annually support qualified charities during your life and after your death Also your ability to recommend distributions to other qualified charities from this charitable endowment can be passed on to family members so that they too can share in the joy and excitement of participating in charitable giving Financial Strength Endowed gifts are invested by the Donor Advised Fund through the Wheaton College Trust Company N A in the same well managed investment pools as Wheaton s regular endowment INVEST IN WHEATON Make a Gift Today Donor Advised Funds Make an Online Grant Recommendation Submit a grant recommendation for your Donor Advised Fund More Trust Company The Wheaton College Trust Company Learn how we manage trust arrangements for alumni and friends who plan to benefit Wheaton College More Gift Planning Have a Question Our attorneys are available to

    Original URL path: http://www.wheaton.edu/Giving/Gift-Planning/Donor-Advised-Funds (2016-02-17)
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  • Trust and Endowment Services for Nonprofits | Wheaton
    revocable trust instruments benefitting Wheaton In keeping with its charitable purposes the Trust Company provides trust services including investment management to other nonprofit organizations seeking assistance with their investment assets As a Trust Company client you can expect Full access to our investment professionals and planned giving experts Customized service to meet your investment objectives Accountability and Christ centered values Client Profiles The Trust Company manages approximately 150 accounts with total assets of more than 300 million Our largest client is the endowment of Wheaton College The Trust Company also manages foundation and institutional accounts charitable remainder trusts revocable living trusts and estates and personal irrevocable trusts Investment Philosophy Wheaton College Trust Company invests client accounts in diversified portfolios that focus on long term total returns income plus capital appreciation and are consistent with each client s risk tolerance Trust Company client assets are invested in two common trust funds the Wheaton Stock Fund and the Wheaton Bond Fund The assets of the common trust funds are managed using a combination of active and passive indexed investment products including external investment advisors under the active supervision of the officers and directors of the Trust Company The Wheaton Stock Fund is a diversified equity common trust fund that employs a team of top tier external investment managers with diverse and complementary strategies in an effort to generate capital appreciation over the long term The investment objective of the portfolio is to outperform the Standard and Poor s 500 Index The Wheaton Bond Fund is a common trust fund that invests in high quality taxable fixed income securities in an effort to generate a total return which includes current income and capital appreciation with moderate risk over the long term The investment objective of the portfolio is to outperform the Barclay s Aggregate Bond Index The common trust funds allow for the investment of client funds by the same team of external investment advisors with whom Wheaton College invests its own funds The economies of this strategy make this high level expertise affordable to all clients and the common trust funds provide uniform investment returns for all clients at the asset class level regardless of account size Fee Schedule Annual trust administration fees for endowments foundations and nonprofit organizations Assets Under Management Annual Fee of Asset Value First 10 million 0 40 Above 10 million 0 10 Trust administration fees exclude investment management custody and audit costs of the common trust funds These costs are charged directly to the common trust funds and are netted against the funds investment returns Extraordinary out of pocket trust expenses are not considered trust administration fees and will be charged against the trust All fees are billed in advance at the beginning of each calendar quarter based on the asset value of the account calculated as of the close of the last business day of the previous quarter All fees are subject to change at any time Contact Us Learn how Wheaton College Trust Company can

    Original URL path: http://www.wheaton.edu/Giving/Gift-Planning/Wheaton-College-Trust-Company-NA/Trust-and-Endowment-Services-for-Nonprofits (2016-02-17)
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  • Blanchard Society | Wheaton
    For Christ and His Kingdom when deciding to include Wheaton in my will It s something I can count on Wheaton has a great long track record of trust management and its commitment to excellence in the endeavor is demonstrated by going the extra mile in establishing a nationally chartered trust company I wanted to contribute to Wheaton s overall mission of Christian education A gift annuity guaranteed that my investment would be producing results regardless of how long I lived I can t say enough about the peace we feel knowing that the assets God has blessed us with over the years will be distributed to our heirs and will benefit Wheaton too Previous Next Cynthia Kenyon Blanchard Society Full Story View All Stories Tom and Lorie Lindholtz Blanchard Society Full Story View All Stories Martha Brownlee Blanchard Society Full Story View All Stories Tim and Cindy Jacobson Blanchard Society Full Story View All Stories Home Giving to Wheaton Gift Planning Blanchard Society Blanchard Society Join the alumni and friends who are leaving a legacy at Wheaton College Menu Gifts Through Your Estate Life Income Gifts Non Cash Gifts Estate Analysis Services Donor Advised Funds Wheaton College Trust Company N A Blanchard Society Tax Rules Gift Planning Forms Publications Glossary of Terms Have A Question Call Us 630 752 5332 Email Us gift plan wheaton edu Address Information Gift Planning Services Wheaton College Advancement 501 College Avenue Wheaton IL 60187 Fax 630 752 5807 The Blanchard Society is an honorary group of people who have remembered Wheaton College in their estate plan or who have given to Wheaton College through a charitable gift annuity charitable remainder trust pooled income fund life insurance policy or other planned gift The College seeks to honor these generous commitments of Blanchard Society members and also to minister to Wheaton s planned giving donors Blanchard Society members receive the following benefits Devotional letters written by the Blanchard Society chair usually a current or retired faculty member coach or administrator Invitations to special events including an annual Blanchard Society luncheon during Alumni Weekend Special bookstore discounts and occasionally other gifts Become a member If you have remembered Wheaton College in your estate plans and are not a member of the Blanchard Society please email us at gift plan wheaton edu and we will contact you Remembering Wheaton in Your Will or Revocable Living Trust Find sample bequest language that you can use to include Wheaton College in your will or revocable living trust More INVEST IN WHEATON Make a Gift Today Gift Planning Complimentary Estate Analysis Services Alumni and friends planning to remember Wheaton in their estate plans may request a complimentary professional estate analysis from Wheaton s experts More Trust Company The Wheaton College Trust Company Learn how we manage trust arrangements for alumni and friends who plan to benefit Wheaton College More Share This Page Feedback Media Center Giving to Wheaton Back to Top About Wheaton Value of a Wheaton Education Wheaton People

    Original URL path: http://www.wheaton.edu/Giving/Gift-Planning/Blanchard-Society (2016-02-17)
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  • Tax Rules | Wheaton
    Gift Planning Tax Rules Tax Rules Menu Gifts Through Your Estate Life Income Gifts Non Cash Gifts Estate Analysis Services Donor Advised Funds Wheaton College Trust Company N A Blanchard Society Tax Rules Gift Planning Forms Publications Glossary of Terms Have A Question Call Us 630 752 5332 Email Us gift plan wheaton edu Address Information Gift Planning Services Wheaton College Advancement 501 College Avenue Wheaton IL 60187 Fax 630 752 5807 Great news President signs law to make the IRA Charitable Rollover Permanent On December 18 the President signed into law legislation that extends the special IRA rollover incentive for gifts completed in 2015 and future years The IRA Charitable Rollover allows a donor who is at least 70 years old to make a direct transfer from his or her IRA to charity tax free As a reminder the well known advantages of an IRA rollover are as follows You can contribute up to 100 000 directly from your IRA tax free The charitable distribution can count toward your minimum required distribution for 2015 The distribution is not included in your adjusted gross income so you can benefit even if you do not itemize deductions on your tax return Your gift supports the students and the ministry of Wheaton College Stay tuned for updates as distributions must be made by December 31 in order to count toward 2015 Please contact David Teune Director or Ruth Langworthy Associate Director of Gift Planning at 630 752 5332 Deductibility of Charitable Gifts If you itemize your deductions making charitable gifts can play a significant role in reducing taxable income However there are rules which may limit your charitable deduction in a particular year The American Taxpayer Relief Act of 2012 caps the itemized deductions for individuals earning more than 250 000 and married couples earning more than 300 000 Cash gifts can be deducted up to 50 of adjusted gross income Any excess may be carried over for five additional years until completely used Gifts of appreciated assets such as securities and real estate which have been held for longer than one year can be deducted at full fair market value up to 30 of adjusted gross income If the gift is made outright to charity then the entire capital gain on the asset is avoided Gifts that return income may have some capital gains ramifications NOTE The deduction for gifts of appreciated assets held for one year or less may be limited to your cost basis in the asset Gifts of tangible personal property such as works of art or jewelry can be deducted in amount equal to 30 of your adjusted gross income In order to claim a full fair market value deduction those assets must be used in relation to the charity s mission If such an asset is not used in a way related to the charity s mission you may only deduct your cost basis in the asset Income Taxes The current federal income tax rates range

    Original URL path: http://www.wheaton.edu/Giving/Gift-Planning/Tax-Rules (2016-02-17)
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  • Gift Planning Forms | Wheaton
    college what a Wheaton liberal arts education can do to graduate students who stand tall for Christ in their chosen profession Previous Next Chuck and Helen Kennedy Blanchard Society Full Story View All Stories Bud and Betty Knoedler Blanchard Society Full Story View All Stories George Newitt Blanchard Society Full Story View All Stories Home Giving to Wheaton Gift Planning Gift Planning Forms Gift Planning Forms Menu Gifts Through Your Estate Life Income Gifts Non Cash Gifts Estate Analysis Services Donor Advised Funds Wheaton College Trust Company N A Blanchard Society Tax Rules Gift Planning Forms Publications Glossary of Terms Have A Question Call Us 630 752 5332 Email Us gift plan wheaton edu Address Information Gift Planning Services Wheaton College Advancement 501 College Avenue Wheaton IL 60187 Fax 630 752 5807 Download printable versions of our gift planning forms that can be mailed to our Gift Planning Services office at 501 College Ave Wheaton IL 60187 If you have questions contact us at 630 752 5332 or gift plan wheaton edu Gift Annuity Application PDF Charitable Remainder Trust Information Sheet Cash or Securities PDF Charitable Remainder Trust Information Sheet Real Estate PDF Confidential Estate Planning Inventory PDF Note Save file to your computer and open in Adobe Reader to fill out form Donor Advised Fund Policies and Guidelines PDF Information Sheet PDF Sample Agreement PDF Grant Recommendation Form PDF Real Estate Gift Forms Qualified Appraisal Summary PDF Deferred Appraisal Schedule PDF Outright Appraisal Schedule PDF Environmental Questionnaire Residential Questionnaire PDF Commercial Industrial Inspection Checklist PDF Acreage Inspection Checklist PDF Information contained in the above forms should not be construed as legal advice and no action should be taken without the advice of competent legal counsel INVEST IN WHEATON Make a Gift Today Gift Planning Bequests Learn how simple is

    Original URL path: http://www.wheaton.edu/Giving/Gift-Planning/Gift-Planning-Forms (2016-02-17)
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  • Publications | Wheaton
    part in the programs of Wheaton College The donor advised fund helps teach our family about the importance of stewardship We were convinced that Wheaton College had the best estate planning program that could facilitate our needs and provide for our various Kingdom causes Previous Next Ed and Betsy Pearce Blanchard Society Full Story View All Stories Bud and Betty Knoedler Blanchard Society Full Story View All Stories Bob and Brenda McDonell Blanchard Society Full Story View All Stories Home Giving to Wheaton Gift Planning Publications Publications Menu Gifts Through Your Estate Life Income Gifts Non Cash Gifts Estate Analysis Services Donor Advised Funds Wheaton College Trust Company N A Blanchard Society Tax Rules Gift Planning Forms Publications Glossary of Terms Have A Question Call Us 630 752 5332 Email Us gift plan wheaton edu Address Information Gift Planning Services Wheaton College Advancement 501 College Avenue Wheaton IL 60187 Fax 630 752 5807 Planning Your Gift Booklet PDF Wheaton College Trust Company Brochure PDF Donor Advised Fund Brochure PDF View Recent Mailings Talents Newsletter Fall 2014 PDF Reduce your 2014 tax bill with two simple strategies gifts of appreciated stock Donor Advised Funds Update on the IRA Charitable Rollover Talents Newsletter Spring 2014 PDF Five reasons people set up charitable remainder trusts during life We don t want your money non cash gifts Transforming property into income Talents Newsletter Winter 2014 PDF What are your strategic priorities How to remember Wheaton in your will or trust Talents Newsletter Fall 2013 PDF Our best year end charitable tax planning advice Postmark date or date of delivery Talents Newsletter Spring 2013 PDF Turning capital gains into Kingdom gains The gift of an apple tree charitable remainder trusts Talents Newsletter Winter 2013 PDF Tax law changes in 2013 and how they may affect you Return of the IRA charitable rollover Talents Newsletter Fall 2012 PDF Develop an estate plan that gives you confidence Real world example of an estate analysis Talents Newsletter Spring 2012 PDF Take the hassle out of giving Donor Advised Funds Six things you can do with a Donor Advised Fund Talents Newsletter Winter 2012 PDF Seven reasons a gift annuity may be right for you Income just when you need it deferred gift annuities Talents Newsletter Fall 2011 PDF Gifting assets in a terrible market Giving appreciated farm property Talents Newsletter Spring 2011 PDF Giving to charity through your estate Bequests and retirement plan assets Charitable remainder trusts Talents Newsletter Winter 2011 PDF Will transfer taxes affect your plan Flexibility is key for married couples Talents Newsletter Fall 2010 PDF Beyond the will Durable powers of attorney Choosing your fiduciary Talents Newsletter Spring 2010 PDF Dying without a will What does a will do Avoiding probate through a living trust INVEST IN WHEATON Make a Gift Today Video What is a Charitable Remainder Trust Video What is a Gift Annuity Gift Planning Donor Advised Funds Learn more about this flexible giving alternative to the family foundation More Share This

    Original URL path: http://www.wheaton.edu/Giving/Gift-Planning/Publications (2016-02-17)
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