Welcome to Gift Planning

Making a planned gift is a wonderful way to show your support and appreciation for Carroll University and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals. With smart planning, you may actually increase the size of your estate and/or reduce the tax burden on your heirs. Just as important, you will know that you have made a meaningful contribution to Carroll University.

We recommend that you familiarize yourself with various gift options by exploring How to Give and What to Give. Then compare gift options and/or calculate how these gifts could work for you. And of course, please contact us for assistance or to discuss your personal situation and objectives.

Jane Cross ’72 Supports Financial Aid with Gift from Her IRA

Carroll prepared me very well to be an elementary education teacher. Throughout my career as an educator, I observed firsthand the value of learning in my young students. It brought not only an empowerment to their knowledge base, but it also helped to shape their character and build their confidence.

Now that I am retired and a grandmother to four wonderful grandchildren (ages 6, 4, 3, and 2), I see a curiosity to learn and discover in all of them. My hope for them (and ALL children) is that their learning and enlightenment continues throughout their lives and that they will be able to receive a higher education through financial support and scholarships. After all, it is their future—and, ultimately, it is our future as well. Making a gift through my IRA allowed me to give to student financial aid more generously than I could otherwise.

—Jane Cross ’72

Read about fellow member of the Class ’72, Joan Deming, here.

What’s the right way for you to make a gift? Find out here.

Make a gift from your IRA at carrollu.edu/ira

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