Brochures
- Planning Your Gift Booklet (PDF)
- Wheaton College Trust Company Brochure (PDF)
- Donor Advised Fund Brochure (PDF)
Recent Mailings
- Talents Newsletter, Fall 2021 (PDF)
What Motivates Bequest Givers?
Did You Know That Wheaton Operates a Bank?
A Few Helpful Tax Reminders for 2021 - Talents Newsletter, Spring 2021 (PDF)
Estate Expectations
Capital Gains on Appreciated Assets
Purposeful Planning - Talents Newsletter, Winter 2021 (PDF)
What Goes Up...
Benefits of a Charitable Remainder Unitrust
A Charitable Solution - Talents Newsletter, Fall 2020 (PDF)
Will or Revocable Trust?
Remembering Your Favorite Charities
A Charitable and Tax-Efficient Estate Plan - Talents Newsletter, Spring 2020 (PDF)
The CARES Act
The SECURE Act
A Change in Plans - Talents Newsletter, Winter 2020 (PDF)
The Resurgence of Real Estate
The SECURE Act
Real Estate to a DAF
A Tale of Two Real Estate Gifts - Talents Newsletter, Fall 2019 (PDF)
Year-End Gifts
The Mailbox Rule
Life Income Agreements
Year-End Story - Talents Newsletter, Spring 2019 (PDF)
Retirement Accounts
Qualified Charitable Distributions
IRA Beneficiary Designations
- Talents Newsletter, Winter 2019 (PDF)
The Testamentary CRUT
Accelerating Your Bequest
Donor Profile