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Change the World Without Touching Your Income

Do you want to support Caldwell University, but feel overwhelmed by everyday living costs, such as the latest home repair, the food expenses and escalating gas prices? There’s a solution that doesn’t involve writing a check. You can designate... Read More

3 Tricks for Organizing Your Financial Paperwork

It starts out innocently enough—an ATM receipt here, a bill there. Add in a monthly bank statement and a receipt you need for your business expenses, and before long you’ve got a paper pileup on your kitchen countertop. Have you considered... Read More

Before You Give: 4 Questions to Ask

The act of giving through your estate plan involves reflection and forethought. It also warrants a conversation. Here are four key questions to ask when considering a legacy gift. 1. How will my gift be used? Why it matters: Your gift might be... Read More

The Gift That Pays You…Even More!

You have a generous spirit. We know you care deeply for Caldwell University and want us to thrive for years and decades to come. But you also have to deal with higher prices and market instability in the here and now. What to do? Consider the gift that pays... Read More

Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.Privacy Policy | Cookie Policy