Ways to Give
For more than 80 years, Carleton University has been transforming lives through education, research, and innovation. Since our founding in 1942, we have helped prepare generations of leaders and changemakers who contribute to the greater good, and we remain committed to that mission for years to come.
A legacy gift in your Will is a simple and meaningful way to support Carleton’s future. As one of the most significant acts of generosity you can make, your gift will be used carefully and according to your wishes. We offer resources on gifts by Will and other tax-efficient giving options, including life insurance, retirement funds, gift annuities, and securities. If you have already included Carleton in your estate plans, we encourage you to let us know so we can thank you personally and welcome you to our community of legacy donors – a special group of supporters like you.
Gifts by Will
Arranging a legacy gift in your will or trust is one of the easiest and most popular ways to support Carleton University.
Gifts by Beneficiary Designation
When you make a gift to Carleton University from your retirement plan, insurance plan, or other assets, you ensure that generations of people seeking higher education will benefit from your generosity.
Gifts of Securities
Donating appreciated securities is simple, cost-effective, and the most tax-efficient way to make a charitable gift.
Gifts for Endowment
You can participate in Carleton’s Endowment Fund and create your own permanently named endowment that allows you to fund areas of the University in which you have a special interest.
Gifts of Cash
A donation of cash is a simple and effective way to create your legacy with Carleton. Through a gift of cash, you benefit from a charitable tax credit and help create an immediate impact on our mission.
Gifts by Americans
A citizen or resident of the United States is entitled to a charitable deduction for gifts to a Canadian university – provided he, or she, or a family member is or was enrolled
Donating Retirement Funds
You can reduce or even eliminate tax liabilities on your retirement plan by naming Carleton as a direct beneficiary.
Life Insurance Policy Gifts
If you have a life insurance policy that has outlasted its original purpose, you can use it to reduce your taxes and create a legacy gift for Carleton.
Donor Advised Funds (DAF)
As a registered charity, Carleton University is eligible for distributions from DAFs, and many generous grants have been received over the years to benefit students, various programs and research.