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Meet Our Donors

Extending the Gratitude So Others Benefit From the IWU Experience

Roger and Carol SheldonDoctors Roger and Carol Sheldon have deep regard for Illinois Wesleyan University for many reasons—the academic preparation they received to succeed as physicians, the relationships they formed with professors and classmates, and the financial assistance they received to make the IWU experience possible.
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Betty Ritchie-Birrer’s Generosity Makes Study Abroad Possible for Students

Betty and IvanThankful for the impact Illinois Wesleyan had on her life, Betty Ritchie-Birrer has made several significant gifts to Illinois Wesleyan.
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Generations of Giving Back to IWU

Bob and Jenny FieldBob Field ’67 has a long family connection to Illinois Wesleyan University that spreads over three generations, including his mother, an uncle and two of Bob and wife Jenny’s three daughters.
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Remembering Illinois Wesleyan

Bob LewisThis year marks the 60th anniversary of Bob Lewis' graduation from Illinois Wesleyan, and it also marks 60 years since Bob's first gift to IWU.
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Jarvis Makes Leadership Gift to School of Nursing Campaign

Thanks to a generous leadership gift by nursing professor Carolyn Jarvis and support from the entire faculty and staff of the School of Nursing, the $2.2 million Redesigning the Future campaign was successfully launched at the Homecoming nursing breakfast.
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Investing in Quality Education

Bob and Diane ThorstensonBob and Diane Thorstenson have included Illinois Wesleyan in their estate plans for one simple reason: They believe in the University's mission and principles.
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A Gift That Provides Income for Life

Dan and Judy HolderDan and Judy Holder may not be Illinois Wesleyan graduates, but they value the university as a community asset. They are pleased their charitable gift annuity will help future generations of students earn an Illinois Wesleyan University degree.
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Reunion Giving Is About the Future in More Ways Than One

Ed PhelpsWhat was it about Ed Phelps' gift to the Class of 1962 that helped his class set a reunion giving record of $3.4 million?
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New IRA Law Helps Donor Intentions

ReardonsThe University is indeed very grateful for the Reardons' continuing support, as are the students receiving financial assistance through their generosity. With the new IRA distribution law in effect through this year, a donor can direct up to $100,000 from an IRA (traditional or Roth) to...
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The Power of 160 Acres of Farmland

160 Acres of FarmlandIn July, 1853, Kersey Fell, brother of Jesse Fell, a founder of Illinois Wesleyan University, bought 160 acres of land four miles South and four miles East of Anchor, Ill. This was typical high-quality farmland that would yield abundant crops of corn, soybeans, alfalfa and wheat.
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Samuels Scholarship Changes Lives at IWU

SamuelsFew gifts offer greater satisfaction than a gift to establish a scholarship. Carl and Brucy Mae Samuels were able to experience that satisfaction firsthand. Although neither attended Illinois Wesleyan, in 1986 the couple established the...
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eBrochure Request Form

Please provide the following information to view the brochure.

Steve Seibring '81Steve Seibring '81
Vice President for Advancement
(309) 556-3135
sseibrin@iwu.edu

Michele BradyMichele Brady
Associate Vice President for Advancement
Major Gifts and Gift Planning
(309) 556-3861
mbrady@iwu.edu

A charitable bequest is one or two sentences in your will or living trust that leave to Illinois Wesleyan University a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

"I, [name], of [city, state, ZIP], give, devise and bequeath to Illinois Wesleyan University [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to IWU or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to IWU as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to IWU as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and IWU where you agree to make a gift to IWU and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.