Sometimes cash is not the most tax-efficient giving option. Learn about gifts of appreciated stock, real estate, and retirement plan assets.
Donating long-term appreciated stock enables you to avoid potential capital gain taxes and receive a charitable income tax deduction, in addition to advancing the work of Wheaton College.
Gifts of appreciated real estate can have especially attractive tax benefits. Real estate does not have to be donated outright but can be transferred to a charitable remainder trust to provide you with lifetime income.
Retirement Plan Assets
Many individuals are using retirement plan assets to make gifts to Wheaton College. Since Wheaton College is a tax-exempt organization, the retirement plan assets avoid both estate and income taxes, thus preserving more of the asset for the support of the ministry of the College.
Contact Gift Planning
Wheaton's Office of Gift Planning Services is pleased to help you plan your gift. Attorney Dave Teune is available to provide additional information and assistance.
You may also contact your Regional Director of Development with gift planning questions.