Giving to 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.

Giving to Wheaton College

I thought of [Wheaton's motto 'For Christ and His Kingdom'] when deciding to include Wheaton in my will. It’s something I can count on.

Giving to Wheaton College

[Our donor advised fund] helps us teach our family about the importance of stewardship and the ministries in which we have an interest.

Giving to Wheaton College

Wheaton made me aware of the nature of a Christian liberal arts college, what a Wheaton liberal arts education can do to graduate students who stand tall for Christ in their chosen profession.

Tim and Cindy Jacobson

Tim and Cindy Jacobson

Blanchard Society

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Cynthia Kenyon

Cynthia Kenyon

Blanchard Society

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Bud and Betty Knoedler

Bud and Betty Knoedler

Blanchard Society

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George Newitt

George Newitt

Blanchard Society

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Example: Gifts of Stock

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John (age 64) has $20,000 worth of XYZ stock, which has appreciated greatly but is only yielding a current dividend of 2%.

John donates the XYZ stock to Wheaton College in exchange for a Wheaton College Gift Annuity. John’s annuity rate (determined by his age) is 4.6%, which is more than double the amount of his current dividend. John is making a gift to Wheaton College, so the comparison to secular interest rates is not an equal comparison.

By making a gift of his XYZ stock to a Wheaton College Gift Annuity, John partially avoids or defers the capital gains taxes on the appreciated stock, receives a current income tax charitable deduction for the amount of the gift to Wheaton College, increases his income, and makes a significant gift to Wheaton College.

John (age 64) has $20,000 worth of XYZ stock, which has appreciated greatly but is only yielding a current dividend of 2%.

John donates the XYZ stock to Wheaton College in exchange for a Wheaton College Gift Annuity. John’s annuity rate (determined by his age) is 4.6%, which is more than double the amount of his current dividend. John is making a gift to Wheaton College, so the comparison to secular interest rates is not an equal comparison.

By making a gift of his XYZ stock to a Wheaton College Gift Annuity, John partially avoids or defers the capital gains taxes on the appreciated stock, receives a current income tax charitable deduction for the amount of the gift to Wheaton College, increases his income, and makes a significant gift to Wheaton College.