Gift Planning

Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

  1. You name Carroll University as beneficiary for part or all of your retirement-plan benefits
  2. Funds are transferred by plan administrator at your death

Benefits

  • No federal income tax is due on the funds that pass to Carroll University
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at Carroll University

Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.

More Information

Contact Us

Katie Cyrus
Assistant Director of Gift Planning
262.951.3014
kcyrus@carrollu.edu

 

Office of Institutional Advancement
100 N. East Avenue
Waukesha, WI 53186

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