Gift Planning Resources

Recent Issues of Talents Newsletter

• Fall 2026
  Giving through your estate
  Wheaton’s free Estate Review service
  Giving via Donor Advised Fund (DAF)
  The advantages of a Wheaton College Gift Annuity
• Spring 2026
  Reintroduction to Gift Planning Services
  Lifetime Charitable Remainder Unitrusts (CRUTs)
  Gifting Tax-Embedded Assets
• Fall 2025
  OBBBA Brings Many Changes
  IRA QCD Giving Options
  Benefits of Gift Annuities
• Spring 2025
  Appreciation Can Go A Long Way
  Blanchard Society
• Fall 2024
  Variety in Real Estate Giving
  How to Pass an Inheritance Well
• Spring 2024
  Testamentary CRUT: The Gift it Twice Trust
  Real Estate Giving

Videos

• Charitable Remainder Unitrusts (CRUT)
• Advantages of Charitable Gift Annuities
• Retirement Asset Giving
• Appreciated Asset Giving
• Estate Review

Booklets

• Wheaton College Trust Company (PDF)
• Wheaton College Donor Advised Fund (PDF)

Information Sheets

• Blanchard Society
• Charitable Remainder Unitrust (CRUT)
• Donor Advised Fund (DAF)
• Estate Review
• Gift Annuities
• Gift Planning Services Vehicles and Services
• IRA Qualified Charitable Distribution
• Strategic Giving
• Tax-Advantaged Retirement Account Giving
• Tax-Embedded Assets Information Sheet
• Wheaton College Trust Company