Thank you for your interest in supporting Carroll College and our Centennial Campaign. The hope of our staff is to serve you and your family with helpful information about charitable planned giving. We have an increasing number of alumni and friends who now are benefiting from life income gifts, gift annuities and other plans while also significantly supporting Carroll College. Thank you for taking the time to explore the benefits of gift planning.
We encourage you to sign up for our free electronic newsletter that is published weekly and is full of helpful information about planned giving. We are here to assist - please contact our staff if you have any questions about making a gift to Carroll College.
Personal Planner
Income for Surviving Spouse Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ...
Benefits for Family and Carroll College
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
Peace of Mind Gift Annuity Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.
Sale and Unitrust Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.
The Retirement Unitrust Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Thank you once again for spending some time learning more about the benefits of charitable planned giving. I invite you to sign up for Carroll's free educational eNewsletter that will keep you informed on charitable planned giving. My staff and I hope you will join us on campus to celebrate Carroll's Centennial! Please contact our office if we can be of assistance to you. Simply click here to email me at your convenience.
Best Wishes, Richard Ortega, Ed.D. Vice President for Instituational Advancement (406) 447-5409
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact dminor@carroll.edu.
If you are a professional advisor, you may take the following steps on this site.
Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. 
