Brochures
- Planning Your Gift Booklet (PDF)
- Wheaton College Trust Company Brochure (PDF)
- Donor Advised Fund Brochure (PDF)
Recent Mailings
- 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 - Talents Newsletter, Fall 2018 (PDF)
Making the Most of Charitable Giving
Tax Cuts and Jobs Act - Pros and Cons
Tax Cuts and Jobs Act - The Good News
Meet Lindsay Jurgensen
- Talents Newsletter, Spring 2018 (PDF)
Accelerating Charitable Gifts
Recap of the Tax Cuts and Jobs Act of 2017
Ways to Preserve Tax Advantages - Talents Newsletter, Winter 2018 (PDF)
Myths Recap
Myths About Wills Continued
Donor Story - Talents Newsletter, Fall 2017 (PDF)
Myths About Wills
The Impact of Every Gift
Donor Story - Talents Newsletter, Summer 2017 (PDF)
Remainder Interest Gifts
Real Estate You Continue to Use
Donor Story - Talents Newsletter Winter 2017 (PDF)
Charitable Remainder Trusts
Four Key Benefits
Donor Story