Planned Giving

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For Professional Advisors

As a professional advisor, you build your client relationships on trust and mutual respect. The same is true here at Carroll as we build relationships with our friends and donors.

I understand that financial, philanthropic and estate goals are unique to each individual or couple. For this reason I welcome the opportunity to participate in the conversation as you incorporate your clients' philanthropic objectives into well-crafted estate plans. Furthermore, I encourage prospective donors to consult with their professional advisors before making decisions based on information they receive from Carroll.

Please feel free to contact me directly for information or assistance with charitable giving. All conversations will be kept strictly confidential.

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

Legal Name: Carroll University

Tax I.D. Number: 39-0806325

DTC Number: 0547

Account Number: 1986-1621-AG51

Broker Contact: Robert W. Baird & Co.
N17W24222 Riverwood Drive, STE 240
Waukesha, WI 53188-1162

Incorporated in: Waukesha, WI



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