Consider exchanging cash or assets for a charitable gift annuity. Gift annuities are best suited for people 70 years + and payout rates improve with age.

This plan allows you to give a substantial donation to Carleton University while receiving tax-favorable income for life. Charitable gift annuities offer attractive payout rates for those who want to support Carleton University while maintaining an income stream. Benefits include:

  • Very attractive payout.
  • Payments can be made annually, quarterly or monthly.
  • All or most of payouts are tax free.
  • Immediate tax receipt for a portion of your gift.
  • Your gift passes to Carleton University outside of the estate process.

Please contact the Personal and Planned Giving Team at plannedgiving@carleton.ca or 613-520-3636 if you have any questions.