Frequently Asked Questions
How do I make a gift in my will to Carleton University?
Whether you are considering revising your current will or are about to have a will drafted for the first time, arranging a gift in your will to Carleton University is easy. To learn more about making a gift by will, visit carleton.ca/planforgood or e-mail us at plannedgiving@carleton.ca. You can also request our complimentary planning guide, “A Gift by Will,” here.
Is there specific wording or information I should include in my will?
When making a gift in your will to Carleton University, you will need the following information:
- Legal Name: Carleton University
- Charitable Registration Number: 11883 8937 RR0001
- Address: Carleton University, 1125 Colonel By Drive, 4104 HCI Building, Ottawa, ON K1S 5B6 Canada
Here is an example of a sample will clause: I give, devise, and bequeath to Carleton University, a Canadian charity with registration number 11883 8937 RR0001, the sum of $____ (or a percentage or share of my estate).
If you plan on establishing an endowment or placing any restrictions on your gift by will, please know that we are here to support you. Contact us at plannedgiving@carleton.ca to ensure we can honour your intentions.
Can I direct my gift to a specific faculty or program or establish a named scholarship or bursary?
Absolutely. Making a gift by will is a very personal decision, and you can direct your gift to a specific faculty or program or create a new scholarship, bursary, or fund. If you plan on establishing an endowment or placing any restrictions on your gift by will, please know that we are here to help. Contact us at plannedgiving@carleton.ca, and we would be honored to provide you with guidance to determine the best approach and personalized language for your will.
I already have a gift in my will for Carleton University. Should I inform you of my gift intentions?
We would be honored to have the opportunity to thank you personally and recognize your generosity. At Carleton University we celebrate and recognize our legacy donors as an integral part of our community. Carleton’s community of legacy donors receive prestige invitations to events and special communications to stay connected and engaged. If you would like to learn more about Carleton’s Community of Legacy Donors, please send us an e-mail at plannedgiving@carleton.ca.
Are there other ways to support or make a gift in my will or estate plan to Carleton University?
There are lots of different ways to make a difference. These include:
- Beneficiary designations
- RRSP/RRIF
- Life Insurance
- Donor Advised Funds
- Securities, Shares or Mutual Funds
- Endowed Gifts
To learn more about these options and other ways to give, visit carleton.ca/planforgood or e-mail us at plannedgiving@carleton.ca. You can also request complimentary planning guides on various topics here.
I’m the executor of an estate that named Carleton University as a beneficiary. Who should I contact?
For all estate matters, please contact Holly Greatrex, Director, Personal and Planned Giving, directly at holly.greatrex@carleton.ca or call 613-520-2600 extension 3096.