Carroll University has a strong tradition of academic excellence and with the generosity of donors who assist us in confronting the opportunities of the future, we are optimistic that we will continue to prepare our graduates for lives of leadership, service and professional accomplishments. That is why Carroll seeks your support to lead the way in planning for tomorrow. The following web pages are designed to help you become familiar with gift planning, including the various gift options and associated features and benefits. You will be able to explore the possibilities and opportunities of creative gift planning at your own pace.

The information is written in such a way that you will be able to determine what gift option is best suited to your own intentions.

To determine what gift option is best for you and will benefit the people and organizations you care most about, Carroll University recommends that you seek the professional counsel of an attorney who specializes in estate planning. Our gift planning professionals are available to assist you and your advisors in achieving your tax, estate planning and charitable giving objectives. 

Not only will you be planning for tomorrow but you will be receiving the maximum benefits today. You can help ensure the continuation of the Carroll legacy. You can play an important role by investing in the university while making a significant impact on the lives of Carroll students for years to come.

You can accomplish this while receiving substantial personal benefits

• Charitable tax deduction
• Avoidance of capital gains tax
• Estate tax and probate savings
• Some gifts may provide you with guaranteed income for life.
• Increase in income and rate of return
• Membership in the John Adams Savage Society

By establishing a Planned Gift, you can create a legacy that will last for the lifetime of Carroll University. There are two types forms of a planned gift. The first is a bequest through your will. The second is a deferred gift established now, that can provide lifetime benefits to you and your beneficiaries.