Carleton provided Dave and Susan with the income tax deduction calculation for this gift and even sent an extra copy of the calculations for their accountant's files. From now on, the Joneses will receive a quarterly check from their unitrust, which they have asked to be directly deposited into their checking account. And, every year the College will send them a Schedule K-1 with their income tax information and an annual report on their unitrust's investment performance. The Joneses achieved their financial and charitable objectives, and Carleton made the whole process easy. To see if a unitrust might help you meet your goals, please return the enclosed card or call the Carleton Development Office and ask for additional information on charitable unitrusts.
All inquiries are confidential and completely without obligation.
This organization was started in 1995 as a way for the College to recognize and thank individuals who are making a commitment to Carleton's future. In just five years, the Heywood Society has grown to include more than 900 members, spanning eight decades of Carleton alumni. If you have included the College in your estate plan, please notify the Carleton Development Office. The College would be honored to welcome you as a member of the Heywood Society. Click here to go back to the Main Reunion Page.