Wheaton College Trust Company, N.A. provides
- Estate Administration
- Charitable Trust Management
- Nonprofit Endowment Services
Wheaton College Trust Company, N.A. is a national bank chartered by the United States Office of the Comptroller of the Currency (OCC) and is a subsidiary of Wheaton College, governed by a Board of Directors made up of Trustees of Wheaton College and certain officers of the College.
Estate Administration
Administering an estate is not for everyone! The role of executor for a Will or trustee of a trust can be complex and time consuming, which is why it may be wise to have a professional trust company serve in this role. Wheaton College Trust Company, N.A., can serve to administer estates for those who are making significant gifts to Wheaton College through their estate plans.
Charitable Trust Mangement
Wheaton College Trust Company, N.A. can serve as trustee of and to administer charitable trust instruments that ultimately benefit Wheaton College.
Trust and Endowment Services for Nonprofits
Wheaton College Trust Company, N.A. has the capacity to provide investment management and trust services to other charitable organizations seeking assistance with their institutional assets.
Get Started
Contact Gift Planning Services at 630.752.5332 or gift.plan@wheaton.edu.
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