Arranging a legacy gift in your will or trust is one of the easiest and most popular ways to support Carleton University.
Here are the ways that most people like to make this lasting gift for Carleton University:
Residual bequest: a percentage of the remainder of your estate after other specific legacies have been fulfilled.
Specific bequest: a specific dollar amount, or stated fraction of your estate, or a specified gift in kind (collections, art, books, jewelry, etc).
Tax Eliminator bequest: a charitable gift for Carleton that is the equivalent of the final income taxes owed by your estate, designed to eliminate those final taxes.
Contingent bequest: a gift that is originally intended for other beneficiaries – but in the event of their prior passing, is redirected as a charitable donation.
Trust Remainder bequest: Carleton University receives all or a portion of the remaining principal left from a Trust after the death of surviving beneficiaries, or after a term of years specified by the Trust deed.
Please discuss with a gift planner in advance to ensure your plan can be carried out.
Please contact us if you’ve already named Carleton University in your estate plan. We would like to say thank you personally for your generosity and commitment and welcome you our Legacy Society, a special group of supporters like you.