Gift Planning

MAKE-A-WILL-MONTH IS OPEN TO ALL! 
Each new generation of Pioneers comes to Carroll eager to learn, grow and discover. Making a planned gift to Carroll University is a fantastic way to show your appreciation and support for Carroll's mission and legacy. Whether you are a graduate, the parent of a student or graduate, a Waukesha community member or a financial planner, we encourage you to familiarize yourself with our gift planning options to see what is the best fit for your financial and philanthropic goals.

Learn More About Our Gift Planning Options

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“A planned gift is a different sort of gift—it’s an answer to the question, what type of world do we hope it will be in the future.”


— Randy Kunkel '80

Recommended Giving

Under Age 45

While managing debt and increasing income, make Carroll the beneficiary of your retirement assets or life insurance to support the future of education.

Ages 45-65

During the years of accumulating assets, name Carroll as a beneficiary of retirement assets, life insurance, or will and consider creating a deferred gift annuity to help your retirement planning.

Over Age 65

​As you maintain financial stability, name Carroll as a beneficiary and create a deferred gift annuity to help your retirement planning while making a lasting impact.

August is National Make-A-Will Month

It’s an important initiative that aims to empower individuals like you to secure their legacy and make a lasting impact. During this time, people are encouraged to create or update their wills. This is an opportunity to ensure that your wishes are respected, protect your loved ones and support causes that are close to your heart.


Become an Inaugural Member of the 1846 Legacy Society

Anyone can join the 1846 Legacy Society. It is easy to do and can be modified to address your changing needs. The most straightforward way to become a member of the 1846 Legacy Society is to name Carroll a beneficiary of your retirement account or in your will or trust. There is no minimum gift amount required for membership in the 1846 Legacy Society. To join, please contact Katie Cyrus, Assistant Director of Gift Planning, at giftplanning@carrollu.edu or 262.951.3014.

Contact

This Month Is All About Legacy! If you're ready to learn more, we can help! Contact us for more information on:

  • Will Planning Guide
  • Tax ID Numbers and Sample Bequest Language
  • Gifts that provide income for life
  • Blended Gift Resources
  • Giving Other Assets (Real Estate, Stocks, Life Insurance)
  • The 1846 Legacy Society

Chuck Demler

Director of Gift Planning cdemler@carrollu.edu 262-524-7241

Katie Cyrus

Assistant Director of Gift Planning kcyrus@carrollu.edu 262-951-3014


 
Panoramic View of campus