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  • Glossary of Terms | Wheaton
    Annuity Trust Charitable remainder annuity trusts provide that a specified dollar amount at least 5 of the fair market value of the assets at the time the trust is created be paid at least once a year to the income beneficiary for their lifetime or for a term of years not to exceed twenty Charitable Remainder Trust For the irrevocable transfer of cash or property to a trust you receive a certain percentage or amount of the annual income from the property to you and or another named beneficiary for life or for a specified term of years The remainder interest in the property would then pass to Wheaton College and possibly other charitable organizations You would be entitled to a federal income tax deduction for the value of that charitable remainder interest which is based on the number and ages of life income beneficiaries and the percentage of payout you and the trustee agree upon Some advantages of these charitable remainder trusts are If you fund the trust with appreciated property you will recognize no capital gain on the appreciation and the trust will be funded with the full fair market value of the gifted asset You may designate anyone alive at the time of creation of the trust including yourself and your spouse as income beneficiary ies The trust itself is not taxed If the trust is funded with cash or tax exempt securities the trustee can purchase or retain such securities to produce tax exempt income for yourself and or other beneficiaries The asset is essentially removed from your estate which may mean additional tax benefits Charitable Remainder Unitrust This type of trust provides that a fixed percentage at least 5 of the fair market value of the assets in trust computed each year be paid to the beneficiary at least once a year The unitrust payment to a beneficiary will vary on a yearly basis according to the annual reevaluation of the trust principal Durable Power of Attorney for Property A legal document that gives another person full or limited legal authority to sign your name on your behalf in your absence Valid through incapacity Ends at death Durable Power of Attorney for Health Care A legal document that lets you give someone else the authority to make health care decisions for you in the event you are unable to make them for yourself Also called a health care proxy or medical power of attorney Federal Estate Tax Exemption Amount of an individual s estate that is exempt from federal estate taxes In 2006 the exemption amount is 2 million Under current law it is scheduled to increase to 3 5 million by the year 2009 disappear in the year 2010 when the federal estate tax is scheduled to be repealed and return in 2011 at 1 million Gift Tax A federal tax on gifts made while you are living In 2006 11 100 per person per year is exempt from gift tax Life Income Gifts

    Original URL path: http://www.wheaton.edu/Giving/Gift-Planning/Glossary-of-Terms (2016-02-17)
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  • Charitable Remainder Trust | Wheaton
    Wheaton and its students We are thankful to play a small part in the programs of Wheaton College 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 We are grateful for the academic opportunities that Wheaton provided for us and our family Our trust will assist Wheaton in maintaining strong academic and spiritual standards We wanted a way to benefit Wheaton and give back in a tangible way as well as plan for a secure retirement and take care of our children after our passing in the most tax effective way Previous Next Ed and Betsy Pearce Blanchard Society Full Story View All Stories Tim and Cindy Jacobson Blanchard Society Full Story View All Stories Chuck and Helen Kennedy Blanchard Society Full Story View All Stories Al and Janet Lindsten Blanchard Society Full Story View All Stories Home Giving to Wheaton Gift Planning Life Income Gifts Charitable Remainder Trust Charitable Remainder Trust Menu Charitable Gift Annuities Charitable Remainder Trust Types of Charitable Remainder Trusts Example Charitable Remainder Trusts Request for Charitable Remainder Trust Illustration Create Income for Someone Else Create Income for Wheaton College 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 What is a Charitable Remainder Trust The charitable remainder trust continues to be one of the most useful and versatile planned giving tools available The charitable remainder trust enables you to receive income for life and avoid potential capital gains taxes and provides you with a current charitable income tax deduction Real estate cash marketable securities and closely held stock can all be transferred into the charitable remainder trust in exchange for lifetime income Since the trust is tax exempt when the trustee sells the assets there are no tax consequences After the trust asset has been sold the proceeds are subsequently invested in a diversified portfolio to provide you with lifetime income and a residual charitable gift to the charitable beneficiaries A charitable remainder trust is irrevocable and cannot be changed or revoked after it is created However the charitable beneficiaries may be amended as provided in the trust agreement What will a Charitable Remainder Trust do for me The principal advantages are as follows Lifetime income stream Avoid potential capital gains taxes on appreciated assets Charitable income tax deduction Tax free growth of trust assets Diversification of assets Significant investment in Wheaton College Learn about the types of charitable remainder trusts Request a charitable remainder trust illustration INVEST IN WHEATON Make a Gift Today Video What is a Charitable Remainder Trust Charitable Remainder Trusts Request Your Illustration Fill out a simple form to request a free no obligation customized charitable remainder trust illustration More Share This Page Feedback Media Center Giving to Wheaton Back to Top About Wheaton

    Original URL path: http://www.wheaton.edu/Giving/Gift-Planning/Life-Income-Gifts/Charitable-Remainder-Trust (2016-02-17)
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  • Create Income for Wheaton College | Wheaton
    college what a Wheaton liberal arts education can do to graduate students who stand tall for Christ in their chosen profession Previous Next Martha Brownlee Blanchard Society Full Story View All Stories Al and Janet Lindsten Blanchard Society Full Story View All Stories George Newitt Blanchard Society Full Story View All Stories Home Giving to Wheaton Gift Planning Life Income Gifts Create Income for Wheaton College Create Income for Wheaton College Menu Charitable Gift Annuities Charitable Remainder Trust Create Income for Someone Else Create Income for Wheaton College 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 You can create a current stream of income for Wheaton College for a period of years by transferring assets to a charitable lead trust which distributes the income to Wheaton College for a term of years At the end of the trust term the trust distributes the trust assets to the designated non charitable beneficiaries typically your children or grandchildren By establishing a charitable lead trust the donor is in effect lending the assets to Wheaton College for the term of the trust and passing an asset to their family that has hopefully increased in value over the term of the trust The benefits of this gift arrangement are primarily 1 the reduction or elimination of the estate and or gift taxes imposed on the transfer of assets to children or others at the end of the trust and 2 the ability to make a current gift to Wheaton College If the lead trust is structured properly it is also possible to obtain an income tax deduction at the time the trust is set up Our experts in Gift Planning

    Original URL path: http://www.wheaton.edu/Giving/Gift-Planning/Life-Income-Gifts/Create-Income-for-Wheaton-College (2016-02-17)
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  • Wheaton College Campus Tours | Wheaton
    want to give you the opportunity to see our beautiful and growing campus Through our series of videos or by map navigation you can get a feel for what it s like to be here Menu Campus Video Tours Wheaton College Tour the Wheaton College campus by videos hosted by our students More Campus Map Wheaton College See a comprehensive map of the Wheaton College campus More Share This Page

    Original URL path: http://www.wheaton.edu/Campus-Tour (2016-02-17)
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  • Blanchard Hall | Wheaton
    Christian Community Aerial Campus View Blanchard Hall is named for Jonathan Blanchard the College s founder and first president 1860 1882 It is constructed of native Illinois limestone quarried in Batavia Illinois Its castle like architecture is patterned after buildings at Oxford University which Dr Jonathan Blanchard admired on a trip to England in 1843 Offices for departments in the Humanities Social Sciences currently occupy the building as well as

    Original URL path: http://www.wheaton.edu/Campus-Tour/campus-video-tours/Blanchard-Hall (2016-02-17)
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  • Residence Life | Wheaton
    Center Arts at Wheaton Christian Community Aerial Campus View The residence life experience from making a home together in campus housing to enjoying our award winning campus dining together and the Christian community you join here will enhance your learning and growth outside the classroom in unique ways In the Wheaton residence halls you will find opportunities to grow spiritually personally and intellectually You will be exposed to a rich

    Original URL path: http://www.wheaton.edu/Campus-Tour/campus-video-tours/Residence-Life (2016-02-17)
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  • Todd M. Beamer Center | Wheaton
    Blanchard Hall Residence Life Todd M Beamer Center Sports Rec Complex Wheaton and Chicago Meyer Science Center Arts at Wheaton Christian Community Aerial Campus View The center is named after Todd M Beamer 91 who died on United Flight 93 in the terror attacks on September 11 2001 Offices for Student Government student publications Student Activities outreach ministries and the Chaplain s office are also located in the facility You

    Original URL path: http://www.wheaton.edu/Campus-Tour/campus-video-tours/Todd-M-Beamer-Center (2016-02-17)
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  • Sports & Rec Complex | Wheaton
    building designed in the architectural style of the Anderson Commons dining hall and other buildings on campus is well suited for informal and formal gatherings Menu Blanchard Hall Residence Life Todd M Beamer Center Sports Rec Complex Wheaton and Chicago Meyer Science Center Arts at Wheaton Christian Community Aerial Campus View The Sports and Recreation Complex features an 8 000 square foot weight room three student recreational gyms an elevated

    Original URL path: http://www.wheaton.edu/Campus-Tour/campus-video-tours/Sports-and-Recreation-Complex (2016-02-17)
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