Gift Planning Resources

Tax Tip Videos

• Retirement Asset Giving
  
  

Noteworthy Articles

• How Seniors Can Donate More to Charity and Pay Less in Taxes (from the Wall Street Journal)
• Five Strategies to Keep Your Heirs From Blowing Their Inheritance  (from Kiplinger's)
  
  

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
• Wheaton College Trust Company
  
  

Recent Issues of Talents Newsletter

• 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
  
  
• Fall 2023
  Legislative Changes
  Easy Estate Giving
  
  
• Spring 2023
  Gift Annuities and Charitable Remainder Unitrusts
  Legacy Scholarship
  Donor Advised Funds