Planned Giving
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.
Mater Admirabilis Society
The Mater Admirabilis Society recognizes those individuals who have notified Carrollton of their intent to include the school in their estate plans through bequests and other forms of planned gifts. Its purpose is to honor those donors who not only believe in the Sacred Heart mission but want to help ensure that it remains strong, viable, and the moral compass of future Carrollton generations. The members of the Mater Admirabilis Society inspire others with their commitment to make a difference by educating young women to the Goals & Criteria of Sacred Heart education.
Those members who have given us permission may have their names included in the Annual Report and other publications. If your name should be included in the Mater Admirabilis Society roster, please contact the Advancement Office at 305-446-5673, ext. 1231.
If you are interested in learning more, and how you can make a gift to Carrollton that will last a lifetime, please click on “Explore Benefits of Planned Giving” below. Please contact Isabel Singletary at isingletary@carrollton.org for more information.
The way to do much in a short time is to love much.
People will do great things if they are stirred with enthusiasm and love."
Janet Erskine Stuart, RSCJ
1857 - 1914