Carleton College

You are here: Alumni Gateway > Giving to Carleton > Ways of Giving > Planned Giving Planned Giving		Make a gift now Go Related Stories It Only Takes a Spark At their 30th reunion in 1983, Beach Hall '53 and Marianne "Kellie" Kalivoda Hall '53 attended a seminar about estate planning that sparked their interested in deferred charitable gift annuities. In June 2008, they did their 13th one. Read More
Overview Welcome Joseph Lee Heywood Society Meet Our Donors Gift Calculator Research Compare Gift Plans Goals & Benefits Plan Prepare for Your Attorney Estate Planning Tools Plan-a-Gift Personal Calculators Professional Advisors Information for Advisors Contact Request Information Inform Us of Your Plan Contact Us Information for... Alumni Parents Friends Office Guide Alumni Annual Fund Corporate and Foundation Relations External Relations and Development Gift Accounting and Central Records Planned Giving Stewardship Giving to Carleton Home Page	Plan-a-Gift Welcome to Plan-a-Gift®, our unique interactive gift planning service. Just answer the three questions below and Plan-a-Gift® will recommend the best gift plan or plans to meet your individual needs and help Carleton College at the same time! Your goal: What do you want to accomplish with your gift? An Outright Gift that provides an immediate tax deduction to me and immediate benefit to Carleton. A Gift in My Will or Trust that will cost me little or nothing now, but benefits Carleton later. A Life-Income Gift that provides an immediate tax deduction and a stream of income to me, my spouse or others now, and leaves the principal to Carleton later. Important - Age range of beneficiaries: 35 - 50 50 - 65 65+ A Wealth Transfer Gift that provides a stream of income to Carleton now, and leaves the principal tax-free to my heirs later. Gift range: What gift range are you considering? $10,000 - $99,999 $100,000+ Type of asset: What type of asset do you want to contribute? Cash or Securities Retirement Account (IRA, 401K, 403b) Life Insurance Real Estate Personal Property (Art, Collectibles, Books) The material presented on this website is not offered as legal or tax advice. Read full disclaimer \| Planned Giving Content © 2010 VirtualGiving