planned giving

Planned Gifts

Investing in the future of your family, while at the same time supporting the mission of Carroll College, can be accomplished through a variety of planned gifts.

Planned gifts, including bequests, income producing gifts, and retirement assets provide benefits to family now, and in the future benefit Carroll College. If you are a resident of Montana, a planned gift designated to endowment may provide you with a Montana Endowed Tax Credit.

Such commitment to Carroll’s future generations characterizes members of The Legacy Society. This is a recognition designation for those who have included Carroll College in their estate plans by means of a planned gift or by naming Carroll as a beneficiary in their will.

Need More Information?

For more information on these types of gifts and planned giving options such as bequests, trusts, and charitable gift annuities contact the Office of Development at (406-447-5488) or development -is-at- carroll -dot- edu