Frequently Asked Questions

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 our Gifts by Will page or e-mail us at plannedgiving@carleton.ca. You can also request our complimentary planning guide, “A Gift by Will,” here.

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.

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.

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.

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 our Ways to Give page or e-mail us at plannedgiving@carleton.ca. You can also request complimentary planning guides on various topics here.

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.