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  • Legacy Home
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Complimentary Planning Resources

    *due to the ongoing pandemic, we are only able to send planning resources by e-mail

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  • Legacy Home
  • Our Mission
  • Students Will Succeed Because of You
  • Philanthropy in Action
  • Ways to Give
    • Gifts By Will
    • Gifts by Beneficiary Designation
    • Charitable Remainder Trust
    • Gifts of Securities
    • Gifts of Real Property
    • Gifts for Endowment
    • Gifts of Cash
    • Gifts by Americans
    • Donating Retirement Funds
    • Life Insurance Policy Gifts
    • Donor Advised Funds (DAF)
    • Professional Advisors
  • Supporters Like You
  • Carleton’s Community of Legacy Donors
  • Legacy Tools
    • Sample Language for a Will
    • Sample Beneficiary Designation
    • Sample Codicil
    • Complimentary Planning Resource
  • Giving Insight
  • Request Information
  • Contact Us