Carleton College

You are here: Alumni Gateway > Giving to Carleton > Ways of Giving > Planned Giving

Planned Giving

Make a gift now

Information for...

Office Guide

Giving to Carleton Home Page

Print This Page Close Print Window

Compare Gift Plans

Choose up to three gift plans that interest you to compare them and to learn more about how the plans can help you and Carleton.

Gifts Anyone Can Afford

Gifts by Will or Living Trust Give to Carleton College without affecting your cash flow during your lifetime.
Gifts of Retirement Plans Your retirement plan may be worth more when donated to Carleton than to your heirs.
Gifts of Appreciated Securities After making a gift of appreciated securities to Carleton, the IRS will allow you one of its most significant tax breaks.
Gifts of Life Insurance Create a significant endowment for Carleton without dipping into your capital assets.
Gifts of Real Estate Make a substantial gift to Carleton through a transfer of residential, commercial or undeveloped real estate.
Gifts of Personal Property Donate books, artwork, or equipment and secure an income tax deduction.

Gifts That Pay You Income

Charitable Gift Annuity Receive a fixed payout and significant tax benefits.
Deferred Gift Annuity Build retirement earnings by deferring the onset of annuity payments (recommended for younger donors).
Charitable Remainder Unitrusts Choose from several options that best meet your personal financial situation.
Charitable Remainder Annuity Trusts Combine a charitable gift with a predictable fixed-income payout by placing your donation into an individually managed trust.

Gifts That Protect Your Assets

Charitable Bargain Sales This part-gift/part-sale transaction gives you a charitable deduction plus cash to purchase other property.
Retained Life Estate You can donate your home to Carleton and continue to live there rent-free.
Charitable Lead Trusts Freeze the taxable value of your appreciating assets by using them to make gifts today and pass them back to family members later.

The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2012 VirtualGiving

Quick Link to a Gift

Gifts Anyone Can Afford
Gifts from Your Will or Trust Gifts of Stock or Appreciated Assets Gifts of Real Estate Gifts of Personal Property Gifts of Retirement Plans
Gifts That Pay You Income
Charitable Gift Annuity Deferred Gift Annuity Charitable Remainder Annuity Trust Charitable Remainder Unitrust
Gifts That Protect Your Assets
Retained Life Estate Charitable Bargain Sale Charitable Lead Trust
Features
Will Planning Wizard Plan-a-Gift Compare Gift Plans Estate Planning Section Goals & Benefits
Translate This Page
Switch to English Spanish French German Korean Hebrew
Contact Us

Carleton College

Planned Giving

Related Stories

Appreciating Carleton Today

Information for...

Office Guide

Compare Gift Plans

Gifts Anyone Can Afford

Gifts That Pay You Income

Gifts That Protect Your Assets

Gifts Anyone Can Afford

Gifts That Pay You Income

Gifts That Protect Your Assets