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Developing your estate and leaving a legacy for future generations, including your charitable interests, requires careful planning. An important part of this process is consulting with the appropriate professionals to assist you. Carroll advises discussing your charitable intentions with someone from Institutional Advancement. This can lead to a much better result than going it alone - and will ensure that your gift is used just as you wish. We can provide valuable information about any of the creative giving techniques mentioned in these planned giving pages.

Act now to take the steps that you need to do to be a good steward of the resources you intend to leave behind. You can contact me below, or use our request for information form to get more information.

Jill Holthaus
Director of Planned Giving
Carroll University
100 N. East Avenue
Waukesha, WI 53186
Phone: (262) 524-7241
Fax: 262-650-4834
Email: jholthau@carrollu.edu


The material presented on this Planned Giving website is not offered as legal or tax advice.
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