Gift Planning

Gifts by Will and Living Trusts

Gifts by Will Diagram

How It Works

  1. You include a bequest provision in your will or revocable trust
  2. At your death Carroll University receives the bequest you specified

Benefits

  • You may change your bequest or trust designation at any time
  • You control the funding property during your lifetime
  • Your bequest or trust designation will not be subject to any potential federal estate tax
  • You provide future support for Carroll University

More Information

Contact Us

Chuck Demler
Director of Gift Planning
262.524.7241
cdemler@carrollu.edu

 

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

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