Planned Giving at Carlow University

Barbara E. Simpson
I realized that I wouldn’t have what I have today if it hadn’t been for my parents, my teachers, and Carlow University.
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Dr. Mary Elizabeth Canterna Douglass
It became clear that I wanted to make this gift endure for many lifetimes to come.
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Carlow University wants you to know about some unique financial tools you can use to plan your gift so that it also returns benefits to you.

Did you know that:

• You don't have to use cash to make your gift — donate appreciated securities instead. The deduction is the same as for a cash gift, and you pay no capital gains tax on the transfer.
• Give an asset that may help us more than it's helping you — such as a life insurance policy whose coverage your family no longer needs, or real estate like a second home or a parcel of undeveloped land, or even a collection of books or artwork that you no longer have room to display.
• You can make a gift that costs you nothing during your lifetime — name Carlow University as a beneficiary of your will or revocable trust, or of your retirement plan.
• You can make Carlow University a partner in your giving — you can deed us your home but continue to live there or you can sell us property at a charitable discount.

How do I start?

To find out your giving options, go to Gift Plans. Discover the variety of funding choices at Assets to Give. Compare the plans and see which come closest to your needs at Goals & Benefits.

When you're ready to hear more, complete the Information Request Form for follow-up information from us.

Anita Dacal
Executive Director of Advancement
Carlow University
3333 Fifth Avenue
Pittsburgh, PA 15213
(412) 578-6343
dacalas@carlow.edu