Carleton College

Planned Giving

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 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.

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.

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.
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