Leave a Legacy
“Bishop Carroll, being a realist and an idealist all at once, would have foreseen both times of abundance and times of trial for his nascent college. And, he would implore us now to stand up to continue the mission that began a century ago. He calls us now, and many of us have answered him. I ask you to join us in assuring our founder that his noble work shall live on.”
In this time of economic uncertainty, estate gifts allow individuals to do more with their resources and preserve long-term asset values. This method creates maximum benefits for both the donors and the college. By leaving a bequest in your will or estate plan, you will also realize significant tax benefits for yourself, spouse and children while experiencing the grace of giving during your lifetime.
Your will or trust documents are the primary mechanisms to assure that your legacy intentions are realized. Here the first critical steps to create your legacy:
- Decide how you would like to provide for Carroll in your estate.
- Contact your financial advisor (a financial planner, lawyer or accountant) for assistance in establishing a charitable gift.
- Choose to leave stock, real estate, insurance policies and personal property. Or, you can make Carroll the beneficiary of your life insurance, pension plan or IRA.
In these historic times, the college welcomes gifts of depreciated stock, property or other assets, which when transferred to the college also create tax benefits for the donor while offering the college the prospect for asset growth over time.
Carroll's charitable planned giving page is an excellent resource. To support Carroll College by leaving a lasting legacy, please contact us at advancement -is-at- carroll -dot- edu.
Join Carroll's Centennial Legacy Society.