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.

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.

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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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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Types of Charitable Remainder Trusts

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There are two basic types of charitable remainder trusts: the charitable remainder unitrust (CRUT) and the charitable remainder annuity trust (CRAT).

Charitable remainder unitrust

This type of trust provides that a fixed percentage (at least 5% of the fair market value of the assets in the trust, computed annually) be paid to the income beneficiaries at least once per year for their lifetime or for a term of up to 20 years. The amount paid out each year will fluctuate according to the annual valuation of the trust principal.

Charitable remainder annuity trust

This type of trust provides that a specified dollar amount (at least 5% of the fair market value of the trust assets valued at the time the trust is created) be paid out at least once per year to the income beneficiaries for their lifetime or a term of up to 20 years. The amount paid out each year does not change and is paid our regardless of the value of the trust assets.

View an example of a charitable remainder trust > 

Trust management services

A charitable remainder trust requires the services of a trustee to administer the trust provisions and invest the trust assets. Wheaton College Trust Company, N.A. is available to serve as trustee on charitable remainder trusts that significantly support Wheaton College.

There are two basic types of charitable remainder trusts: the charitable remainder unitrust (CRUT) and the charitable remainder annuity trust (CRAT).

Charitable remainder unitrust

This type of trust provides that a fixed percentage (at least 5% of the fair market value of the assets in the trust, computed annually) be paid to the income beneficiaries at least once per year for their lifetime or for a term of up to 20 years. The amount paid out each year will fluctuate according to the annual valuation of the trust principal.

Charitable remainder annuity trust

This type of trust provides that a specified dollar amount (at least 5% of the fair market value of the trust assets valued at the time the trust is created) be paid out at least once per year to the income beneficiaries for their lifetime or a term of up to 20 years. The amount paid out each year does not change and is paid our regardless of the value of the trust assets.

View an example of a charitable remainder trust > 

Trust management services

A charitable remainder trust requires the services of a trustee to administer the trust provisions and invest the trust assets. Wheaton College Trust Company, N.A. is available to serve as trustee on charitable remainder trusts that significantly support Wheaton College.