Carleton College

Planned Giving

Click on up to three gift plans that interest you to learn more about how they can help you and us reach our goals.

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 The IRS allows you one of its most significant tax breaks for gifts of appreciated securities. Here's information on how to transfer these assets to Carleton.
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 Annuity Trusts Combine a charitable gift with a predictable fixed-income payout by placing your donation into an individually managed trust.
Charitable Remainder Unitrusts Choose from several options that best meet your personal financial situation.

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 website is not offered as legal or tax advice.
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