Planned Giving

Gifts by Will

Bequests, both large and small, account for a major portion of the Center's endowment and provide significant funding for programs, facilities and student support. In addition to being one of the simplest ways to distribute your estate, your will can also be a creative vehicle through which you can make a thoughtful gift to the Anne Carlsen Center for Children.
You may provide for the Center by making a new will, modifying your present will (by adding a codicil), or by including the Center in your revocable trust. To bequeath money or property to the Center, you and your lawyer may find the following language helpful: I hereby give, devise, and bequeath to Anne Carlsen Center for Children in Jamestown, North Dakota, for its general purposes ( . . . dollars) (. . . percent) (all the rest, residue, and remainder of my estate).

Gifts by Insurance

One of the simplest ways to make a significant gift to the Anne Carlsen Center for Children is to name it to receive all or a portion of the proceeds of a life insurance policy. You can ensure a gift that may ultimately be larger than its cost.

Charitable Gift Annuities

This is a wonderful way to make a meaningful gift to the Center while enjoying income and tax benefits that can also help enhance your future financial well-being. When making a charitable gift of cash or other property, you or another person you designate then receive fixed payments that will continue regardless of how long you or other recipients live.

Learn more about charitable gift annuities

Charitable Trusts

If you are interested in making a substantial gift to the Center over a period of years, consider making us a beneficiary of a charitable trust whereby assets are transferred to a trust that pays income to the Center for a predetermined number of years. At the end of that period, the assets are returned to you or other persons you name.

Retained Life Estate

Using a life estate arrangement, you can make a real estate gift to the Center now but retain the security of knowing you may live there or own the property as long as you wish. By gifting the property by deed, it does not pass through your probate estate at death, possibly saving unnecessary expenses and delays.

Securities

Gifting an investment to the Center may be the optimal way to provide a significant gift while at the same time reaping tax benefits by bypassing potential capital gains taxes.