Plan a bequest
Plan a bequest
Making a bequest is the most common gift planning option and one of the easiest ways to make a difference in the lives of students at Carroll College. It simply requires making a provision in your will or living trust to leave assets to Carroll College.
Here are several suggestions of wording for remembering Carroll College in your will:
- “I give ten thousand dollars ($10,000) to Carroll College, in Helena, Montana.”
- “I give ten percent (10%) of my estate to Carroll College, in Helena, Montana.”
- “I give the following described property to Carroll College, in Helena, Montana:___________.”
A BEQUEST LETS YOU:
- Maintain complete control of your assets during your lifetime.
- Modify your gift plan should your circumstances and needs change.
- Direct your assets toward a specific college program or purpose.
- Take advantage of estate tax deductions, with no upper limit. If you plan to include Carroll College in your will, please contact us so that we can be sure we understand and fulfill the intentions of your bequest.
JOIN OTHERS IN GIVING WITH CONFIDENCE
Your generosity to Carroll College will be recognized through membership in the Legacy Society, which honors those who have made gift plans with the College. And you can be assured that your gift to Carroll College will be handled with integrity and professionalism.
LET US HELP YOU PLAN YOUR GIFT ANNUITY OR TRUST
To learn more about arranging your bequest and other gift options, contact the Office of Institutional Advancement. We look forward to working with you and your advisor to create a gift plan that meets your philanthropic vision.
Contact us
Office of Institutional Advancement
Carroll College
1601 North Benton Avenue
Helena, Montana 59625-0002
Email: advancement@carroll.edu
Phone: 406.447.4491
Toll free: 800.503.7458