What is a planned gift?
Typically, a “planned gift” is a gift made through a revocable trust or will, gifts that provide lifetime income to the donor, and more complex gifts of real estate and tax-deferred retirement assets.
Why make a planned gift?
Planned gifts are popular because of the financial flexibility and tax benefits they provide. They are also an effective means of Christian stewardship as they redirect assets to ministry that otherwise might be lost in estate taxes, capital gains taxes, or income taxes.
How do I get started?
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. Call (800) 525-9906 or email Gift Planning Services at email@example.com.
You may also contact your Regional Director of Development with gift planning questions.