Planned Giving

Giving From Your Donor-Advised Fund

Gift of Donor-Advised Fund Diagram

How It Works

  • Name Carroll University as a beneficiary of your donor-advised fund.
  • Designate us to receive all or a portion of the balance of your fund through your fund administrator (you can also make a grant to us at any time from your donor-advised fund).
  • The balance in your fund passes to Carroll University when the fund terminates.

Benefits

  • You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
  • Maintain flexibility to change beneficiaries if your needs change during your lifetime.
  • Pledge commitments may be fulfilled by donor-advised funds.

Next


The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2018 PlannedGiving.com

Support Carroll