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Welcome to John Carroll University
Planned Giving
Thank you for your interest in John Carroll University. Our hope is to serve you with helpful information. Numerous friends of JCU are now benefiting from life income gifts and other planned gifts. Thank you for taking the time to explore the benefits of gift planning with John Carroll.
| Personal Planner | Income for Surviving Spouse
 Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ... |
Benefits for Family and John Carroll University
There are several types of gift plans and many of these have wonderful benefits for donors and their families. Many of these families have enjoyed increased income and generous tax savings. You can begin by viewing a few examples. Just click on the picture and you can view a story.
 | Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>. |
 | Easy IRA Gift
Barbara retired after forty years as a nurse. She had volunteered for many years at John Carroll University. She had an IRA and was nearing the time she would be required to take a payout for the year in the amount of $2,000. More on Easy IRA Gift >>. |
 | Peace of Mind Gift Annuity
Many years ago, Clara bought a home. Since she was so pleased with the workmanship of the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has really fluxuated. More on Peace of Mind Gift Annuity >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Patrick J. Ertle
Sr. Director - Major
& Planned Gifts |
Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email us at your convenience. |
Peter R. Bernardo
Director of
Planned Giving |
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact pertle@jcu.edu.
If you are a professional advisor, you may take the following steps on this site.
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