In your work as a professional advisor, you value professionalism, integrity, and honesty – taking the utmost care when serving your clients. As a charitable organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts. Our gift planners are well-trained and skilled in the application of all vehicles used in strategic philanthropy. You are welcome to call anytime to discuss your client’s intentions.
Please use our legacy giving website to help you assist your clients with their charitable planning, and feel free to contact our Personal and Planned Giving team at plannedgiving@carleton.ca or at 613-520-3636
Legal Name: Carleton University
Charitable Registration Number: 11883 8937 RR0001
Incorporated in: Ottawa, Ontario
Mailing address:
4104 HCI Building
1125 Colonel By Drive
Ottawa, ON
K1S 5B6
613-520-3636 (main)
613-520-3587 (fax)
For sample Will wording, please refer to our brochure A Gift By Will.
Please download our Professional Advisors One Pager, and keep it for your records. For more information on ways to give, please visit our complimentary planning resources page.
Partner with Us
We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift planning staff – all working together to ensure the best giving experience possible. We understand that gifts to charities such as Carleton University can be an important part of your client’s overall financial and estate plans. This is why we are committed to working with you to ensure that your client’s philanthropic intentions are properly designed, developed and honoured.
Because many bequests are unique, Carleton University encourages donors to speak with a member of the Planned Giving team to ensure you have the correct language. We will be happy to draft custom wording for your will.