Brochures
Information Sheets
- Charitable Remainder Trusts
- Donor Advised Funds
- Gift Annuities
- Giving Through Your Estate
- Wheaton College Trust Company
- QCD Information Sheet
Recent Mailings
- Talents Fall Newsletter 2022 (PDF)
A Tale of Two Gifts
Strategic Giving, With a Focus on Tax Reduction
Blanchard Society - Talents Spring Newsletter 2022
Meet Danielle Hilgers, Director of Gift Planning Services
Remind Me Why I Need a Will
Tax Expert Encourages Charitable Remainder Unitrusts
- Talents Winter Newsletter 2022
A “During Life” Charitable Remainder Unitrust
Wheaton College Donor Advised Fund
Charitable Remainder Trust: Reduce Tax, Create Income
- 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