Legacy Tools
If you are planning for the future, a legacy gift in your Will for Carleton University is an easy thing to do. Your legacy gift is probably one of the most significant acts of generosity that you will carry out.
For more than 80 years, Carleton University has been preparing leaders and changemakers. A gift in your Will is a simple and meaningful way to help continue this impact for future generations. Please tell us if you’ve already named Carleton University in your will or estate plan.
Learn more through A Gift By Will and our sample Will language, or contact us with any questions.
Additional information on tax-efficient giving options, including securities, life insurance, and retirement funds, is available here.
If you have already included Carleton in your estate plans, please let us know so we can thank you and welcome you to our community of legacy donors.
Sample Language for a Will
The following language may help you and your lawyer when drawing up a bequest that meets your needs.
Complimentary Planning Resources
Request our helpful resource brochures, a complete listing of guides to tax efficient philanthropy e.g. life insurance, retirement funds, gift annuities, donating securities and more, is available.
Sample Beneficiary Designation
To designate Carleton University as a beneficiary of a qualified retirement plan or other financial account, please use the following information.