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Planned Giving

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Discover the Benefits of Giving Wisely

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.

Did you know…

You don't have to be wealthy to make a significant gift to Carleton.

You can make a significant gift to Carleton and still preserve assets for your heirs.

You can receive income from your gift.

Where to Begin?

  1. Identify your goals
  2. Learn about gift plans
  3. Ask questions

Dave Evans '60 and Tom Yoder '70 talk about their charitable gift annuities.

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The material presented on this Planned Giving website is not offered as legal or tax advice.
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