A planned gift is any major gift made during the lifetime, or upon death as part of a donor's overall financial and/or estate planning. Including Carrollton in a Will or Revocable Trust can be arranged easily, does not change the donor’s current lifestyle, and can be modified for life circumstances or changes.
Whether a donor uses cash, appreciated securities/stock, real estate, artwork, partnership interests, personal property, life insurance, or a retirement plan, the benefits of funding a planned gift can make this type of charitable giving beneficial to both donor and Carrollton.
Planned gifts build the endowment, a perpetual fund where income provides essential financial support for all aspects of Carrollton for years to come. You can invest in the future of our educational programs, financial aid for deserving students, and faculty enrichment for our Sacred Heart educators.
Carrollton is honored to be considered in your planned giving, and it is important to us to know that you have consulted an attorney or financial advisor. If you do not have such an advisor, we may be able to recommend one.
Consider Carrollton in your estate planning and help ensure the school's excellence for generations to come.
The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.