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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.


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.

A Bequest to Save Taxes
Thomas was a widower who had a great love for the Jesuit Order and John Carroll University. As an successful graduate, Thomas wanted to thank JCU by funding a scholarship with a gift from his estate. More on A Bequest to Save Taxes >>.


Leading for the Future
Luke and Candice Waters spent many years volunteering and supporting John Carroll University. They wanted to give back in a way that would help our organization fulfill its mission. More on Leading for the Future >>.


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.







© Copyright 1999-2010 Crescendo Interactive, Inc.
This information is provided for illustrational and educational purposes only and is may not be utilized or relied upon as professional tax or legal advice. Please consult a professional advisor regarding your specific situation.
John Carroll University,20700 North Park Blvd — University Heights, OH 44118 — Advancement Office Phone: 1-800-736-2586