Ways to Give

We have many areas of need at Carroll and there are many ways you can contribute to the university. Contributions directly impact our Carroll students' learning toward discovery, growth and knowledge.

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Online giving available

Questions? We're here to help

CASH, CHECKS OR CREDIT CARDS

Checks, money orders or bank drafts can be made payable to Carroll University. Credit cards accepted through online giving include MasterCard, Visa, Discover or American Express.

Gifts by check can be made payable to Carroll University and sent to:

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

Qualified Charitable Distribution

If you are 70.5 or older, you are eligible to make an IRA contribution that benefits you and allows Carroll University to continue assisting students. These gifts are tax-free, regardless of whether or not you itemize deductions on your tax return. Click "Learn More" to connect to our online tool to make your tax-free donation online, and learn more about the benefits of giving from your IRA.

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Gifts of Securities

A gift of stocks and securities can provide even greater tax benefits than a cash gift of equal value. Gifts of long-term appreciated securities (owned for more than one year) provide significant tax advantages. The IRS currently allows you to deduct the full fair market value of the property up to 30 percent of your adjusted gross income for the year. Any amount over that ceiling can be carried forward, up to five years, for future deductions.

A gift of stock or other securities is considered made on the day the transfer is completed. Please notify the Office of Development by sending a copy of your transfer instructions. This is very important as it allows the gift to be identified when it arrives.

Gift Planning

With thoughtful planning, you create win-win solutions for you and Carroll University. Get more information on making a gift through your estate, donating from your IRA accounts and more.

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Share your Gift Plans

Gift Planning Notification

We realize that many people who plan to support Carroll University through their estate and/or financial plans prefer to keep their intentions private. However, by letting us know of your plans, we can thank you during your life, and confirm that we are able to fulfill your stated intentions. Please know that completing this form is non-binding - we understand that you may change your plans at any time. Please also know that all information you share with us is kept strictly confidential.

Relevant Contacts about Gift Intention

Please use this form to share any relevant contact information for your gift intention. Providing Carroll the name and contact information for a relevant financial institution, attorney, or family member could prove extremely beneficial in ensuring your intentions are honored and fulfilled. Providing this contact information is, of course, optional.