Use the following resources to calculate your payments, find sample language for your attorney, and download our advisor’s guide.
Use the following resources to calculate your payments, find sample language for your attorney, and download our advisor’s guide.
Get the language you need to include Carleton in your estate plan. You may wish to share the following sample language with your attorney:
I give, devise, and bequeath to Carleton College, a non-profit Minnesota corporation, located at One North College Street, Northfield, Minnesota, the sum of $______ (or __ percent of my estate, or __ percent of the residue of my estate) to be used for such purposes as the Board of Trustees determines at the time this bequest becomes effective.
Using language like the following will help us follow the spirit of your gift, even if the particulars change:
If, at any time after this bequest becomes effective, the funds are not needed or cannot be used for this purpose, the Board of Trustees may direct the funds to be used for a purpose as closely related as possible to the original purpose described in this provision.
If you express your gift as a percentage (e.g., “20 percent of the residue of my estate”), you can maintain the same relative gifts to charities and your heirs, regardless of changes in your estate value.
If you are considering designating your gift for a specific purpose, such as a scholarship fund, or support for a specific department, contact us to ensure that we understand your wishes.
You may need to provide the following information:
Legal name: Carleton College
Address: One North College Street, Northfield, MN 55057
Tax ID#: 41-0694747
If you are working with a professional advisor, or advising a donor, here’s a handy guide for including Carleton College in a charitable estate plan.