Planned Giving
Making charitable contributions is an art—a creative process that adapts to your changing needs as a donor. Planned giving allows you to make charitable gifts, continue to meet your current income needs, and take advantage of current tax incentives.
Depending on the assets you give and the gift arrangements you select, your gift may also help you:
- Increase your income
- Endow a permanent legacy at Carleton
- Save two kinds of taxes (income and capital gains)
- Minimize estate taxes
- Maximize your heirs' inheritance
For more information
To learn more about making planned gifts to Carleton, please contact the Office of Major and Planned Giving.
Bequests
Learn how you can name Carleton as a beneficiary in your will or trust.Gifts of Retirement Assets
You can use retirement plan assets to meet your personal and charitable objectives.Gifts that Create Income
Charitable gift annuities and remainder trusts can provide income during your lifetime.Gifts of Stock or Mutual Funds
Your gift of stock or mutual funds can provide important tax benefits for you.Gifts of Real Estate
Learn how your gifts of property can benefit the College.Gifts of Life Insurance
Learn how your gifts of current and new life insurance policies can support Carleton.Gifts in Kind
Learn how to make gifts of personal property.The Joseph Lee Heywood Society
The Joseph Lee Heywood Society honors those who have made a commitment of future support to Carleton.Contact Major and Planned Giving Staff