Planned Giving

Thank you for your interest in Carle Center for Philanthropy. Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities, and other plans. Thank you for taking the time to explore the benefits of gift planning.

Donor Stories Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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Personal Planner - Trusts for Creative Spenders
Trusts for Creative Spenders
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child. These trusts...
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Washington News - Top Seven 2016 Tax Law Changes
Top Seven 2016 Tax Law Changes
In FS-2017-1 the IRS published a summary of seven tax changes. Many of these changes will impact some of the 153 million Americans who file tax returns during 2017. The significant tax changes include the following: 1. Three Extra Days – The...
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