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 help 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:

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 assure 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.