This summary chart gives a quick overview of some of the planned giving options available to you. Please keep in mind that your individual circumstances need to be considered before taking any action. As with all tax and estate planning, please consult your attorney or estate specialist.
Please view the desktop version of the website for summary chart which gives a quick overview of many of the planned giving options available to you. Please keep in mind that your individual circumstances need to be considered before taking any action. As with all tax and estate planning, please consult your attorney or estate specialist.
The McWhirter Society is named for Luella McWhirter, one of the three women founders of the Mission in 1893, and matriarch of that supportive Indianapolis family. Membership in the Society is reserved for those individuals who support Wheeler and its Christian life and family saving goals through life-income arrangements, trusts or bequests. These friends of Wheeler Mission help to address unexpected areas of need and opportunity that otherwise may go unanswered. The Society honors them and, through its activities, strives to enhance their appreciation of our mission to change lives, one individual at a time.
Wheeler Mission is entirely funded by private, tax-deductible contributions. While Wheeler is blessed with incredible support from a generous community, the support received from individual contributions and special events often do not offer flexible funding needed to respond to unexpected areas of need and opportunity. Therefore, it is the policy of Wheeler Mission to accept estate gifts to be used for the greatest need of the ministry, as determined by the Budget and Finance Committee. Legacy gifts are essential to preserving and enhancing Wheeler’s life-transformational programs and services for those experiencing homelessness or addiction.
All members of the McWhirter Society have named Wheeler Mission in their charitable estate plans or they participate in a life-income program involving Wheeler. Frequently used arrangements:
Those who have created a provision in their estate plans to benefit Wheeler and who have informed us of their consideration and generosity through documentation of an irrevocable or revocable gift, planned or designated to come from their assets or estate, are eligible for instant membership in the McWhirter Society.