Bequests
"It's a lot easier to give it away when you know you're not going to need it anymore." —Anonymous donor
Bequests allow you to make significant charitable gifts to Carleton after your death, while allowing you full use of your income and assets during your lifetime. Charitable bequests can also help you reduce—or even eliminate—estate taxes.
You can make a bequest to Carleton through a will or revocable trust or by designating the College as a beneficiary of your insurance policy or retirement plan.
For more information
To learn more about making a bequest to Carleton, please contact our Office of Major and Planned Giving.
What Is Right For Me?
You have many options when you make a charitable bequest.Sample Will Language
Sample will language you can share with your attorney.Making a Bequest for a Specific Purpose
You may designate your bequest for a specific purpose at Carleton.Provide Income for Your Heirs
Your bequest to Carleton can also provide income for a family member or friend.Get Professional Advice
We recommend that you work with an attorney to ensure appropriate estate planning.