Giving to Wheaton College

We have been very impressed by and pleased with the consistent evangelical influence of Wheaton and its students. We are thankful to play a small part in the programs of Wheaton College.

Giving to Wheaton College

I can’t say enough about the peace we feel, knowing that the assets God has blessed us with over the years will be distributed to our heirs and will benefit Wheaton, too.

Giving to Wheaton College

We are grateful for the academic opportunities that Wheaton provided for us and our family... [Our] trust will assist Wheaton in maintaining strong academic and spiritual standards.

Giving to Wheaton College

We wanted a way to benefit Wheaton and give back in a tangible way, as well as plan for a secure retirement and take care of our children after our passing in the most tax effective way.

Ed and Betsy Pearce

Ed and Betsy Pearce

Blanchard Society

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Tim and Cindy Jacobson

Tim and Cindy Jacobson

Blanchard Society

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Chuck and Helen Kennedy

Chuck and Helen Kennedy

Blanchard Society

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Al and Janet Lindsten

Al and Janet Lindsten

Blanchard Society

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Charitable Remainder Trust

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What is a Charitable Remainder Trust?

The charitable remainder trust continues to be one of the most useful and versatile planned giving tools available. The charitable remainder trust enables you to receive income for life and avoid potential capital gains taxes, and provides you with a current charitable income tax deduction. Real estate, cash, marketable securities, and closely held stock can all be transferred into the charitable remainder trust in exchange for lifetime income.

Since the trust is tax-exempt, when the trustee sells the assets there are no tax consequences. After the trust asset has been sold, the proceeds are subsequently invested in a diversified portfolio to provide you with lifetime income and a residual charitable gift to the charitable beneficiaries.

A charitable remainder trust is irrevocable and cannot be changed or revoked after it is created. However, the charitable beneficiaries may be amended as provided in the trust agreement. 

What will a Charitable Remainder Trust do for me?

The principal advantages are as follows:

  • Lifetime income stream
  • Avoid potential capital gains taxes on appreciated assets
  • Charitable income tax deduction
  • Tax-free growth of trust assets
  • Diversification of assets
  • Significant investment in Wheaton College

Learn about the types of charitable remainder trusts >

Request a charitable remainder trust illustration >

 

Charitable Remainder Trust diagram

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