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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 | Chronic Illness – Care of Your Person
 If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease, Alzheimer's, Huntington's disease, Parkinson's disease, multiple sclerosis (MS) or other types of chronic diseases. 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.
 | Bequests for Scholarships
Joe and Anna have been faithful supporters of John Carroll University over the years. They have visited the campus many times for reunions and other events and have fond memories. Both strongly believe it is important to support and encourage Jesuit excellence in young people. More on Bequests for Scholarships >>. |
 | Tax-Free Sale
Gene and Carol were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>. |
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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