Gift Planning Forms

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 1-800-525-9906 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.