{"id":1355,"date":"2024-08-30T11:33:47","date_gmt":"2024-08-30T15:33:47","guid":{"rendered":"https:\/\/carleton.ca\/planforgood\/?page_id=1355"},"modified":"2026-09-02T14:31:07","modified_gmt":"2026-09-02T18:31:07","slug":"frequently-asked-questions","status":"publish","type":"page","link":"https:\/\/carleton.ca\/planforgood\/frequently-asked-questions\/","title":{"rendered":"Frequently Asked Questions"},"content":{"rendered":"\n<section class=\"w-screen px-6 cu-section cu-section--white ml-offset-center md:px-8 lg:px-14\">\n    <div class=\"space-y-6 cu-max-w-child-5xl  md:space-y-10 cu-prose-first-last\">\n\n            <div class=\"cu-textmedia flex flex-col lg:flex-row mx-auto gap-6 md:gap-10 my-6 md:my-12 first:mt-0 max-w-5xl\">\n        <div class=\"justify-start cu-textmedia-content cu-prose-first-last\" style=\"flex: 0 0 100%;\">\n            <header class=\"font-light prose-xl cu-pageheader md:prose-2xl cu-component-updated cu-prose-first-last\">\n                                    <h1 class=\"cu-prose-first-last font-semibold !mt-2 mb-4 md:mb-6 relative after:absolute after:h-px after:bottom-0 after:bg-cu-red after:left-px text-3xl md:text-4xl lg:text-5xl lg:leading-[3.5rem] pb-5 after:w-10 text-cu-black-700 not-prose\">\n                        Frequently Asked Questions\n                    <\/h1>\n                \n                                \n                                    \n\n<p class=\"wp-block-paragraph\">Browse answers to our most frequently asked questions below. Can\u2019t find what you\u2019re looking for?\u00a0<a href=\"https:\/\/carleton.ca\/planforgood\/contact-information\/\">Contact us<\/a><a href=\"https:\/\/carleton.ca\/advancement\/connect-with-us\/contact\"> <\/a>directly.<\/p>\n\n\n                            <\/header>\n\n                    <\/div>\n\n            <\/div>\n\n    <\/div>\n<\/section>\n\n\n\n<section class=\"w-screen px-6 cu-section cu-section--white ml-offset-center md:px-8 lg:px-14\">\n    <div class=\"space-y-6 cu-max-w-child-5xl  md:space-y-10 cu-prose-first-last\">\n\n        \n    \n    <dl class=\"cu-description cu-component-updated\">\n        \n    <div class=\"grid pt-4 pb-3 border-b accordion border-cu-black-100 md:pt-6 md:pb-5 first:border-t\">\n        <dt class=\"font-semibold not-prose\">\n            <button class=\"flex items-center justify-between w-full text-left accordion__button\" aria-expanded=\"false\" aria-controls=\"accordion-how-do-i-make-a-gift-in-my-will-to-carleton-university\">\n                <span class=\"flex-1 ml-auto text-left break-words whitespace-normal cu-icon\">\n                    How do I make a gift in my will to Carleton University?\n                <\/span>\n                <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" viewbox=\"0 0 24 24\" stroke-width=\"1.5\" stroke=\"currentColor\" aria-hidden=\"true\" data-slot=\"icon\" class=\"w-5 h-5 ml-auto transition-transform rotate-0 accordion__icon text-cu-black-500\">\n                    <path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M8.25 4.5l7.5 7.5-7.5 7.5\"><\/path>\n                <\/svg>\n            <\/button>\n        <\/dt>\n        <dd class=\"p-0 mt-0 cu-prose cu-prose-first-last accordion__content md:p-0 md:mt-0\" hidden=\"\" id=\"accordion-how-do-i-make-a-gift-in-my-will-to-carleton-university\">\n            \n\n\n\n<p class=\"wp-block-paragraph\">Whether you are considering revising your current will or are about to have a will drafted for the first time, arranging a gift in your will to Carleton University is easy. To learn more about making a gift by will, visit our <a href=\"https:\/\/carleton.ca\/planforgood\/gifts-by-will\/\">Gifts by Will<\/a> page or e-mail us at <a href=\"mailto:plannedgiving@carleton.ca\">plannedgiving@carleton.ca<\/a>. You can also request our complimentary planning guide, \u201cA Gift by Will,\u201d <a href=\"https:\/\/carleton.ca\/planforgood\/complimentary-planning-resources\/\">here<\/a>.<\/p>\n\n\n        <\/dd>\n    <\/div>\n\n\n    <div class=\"grid pt-4 pb-3 border-b accordion border-cu-black-100 md:pt-6 md:pb-5 first:border-t\">\n        <dt class=\"font-semibold not-prose\">\n            <button class=\"flex items-center justify-between w-full text-left accordion__button\" aria-expanded=\"false\" aria-controls=\"accordion-is-there-specific-wording-or-information-i-should-include-in-my-will\">\n                <span class=\"flex-1 ml-auto text-left break-words whitespace-normal cu-icon\">\n                    Is there specific wording or information I should include in my will?\n                <\/span>\n                <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" viewbox=\"0 0 24 24\" stroke-width=\"1.5\" stroke=\"currentColor\" aria-hidden=\"true\" data-slot=\"icon\" class=\"w-5 h-5 ml-auto transition-transform rotate-0 accordion__icon text-cu-black-500\">\n                    <path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M8.25 4.5l7.5 7.5-7.5 7.5\"><\/path>\n                <\/svg>\n            <\/button>\n        <\/dt>\n        <dd class=\"p-0 mt-0 cu-prose cu-prose-first-last accordion__content md:p-0 md:mt-0\" hidden=\"\" id=\"accordion-is-there-specific-wording-or-information-i-should-include-in-my-will\">\n            \n\n\n\n<p class=\"wp-block-paragraph\">When making a gift in your will to Carleton University, you will need the following information:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Legal Name: Carleton University<\/li>\n\n\n\n<li>Charitable Registration Number: 11883 8937 RR0001<\/li>\n\n\n\n<li>Address: Carleton University, 1125 Colonel By Drive, 4104 HCI Building, Ottawa, ON K1S 5B6 Canada<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Here is an example of a sample will clause: I give, devise, and bequeath to Carleton University, a Canadian charity with registration number 11883 8937 RR0001, the sum of $____ (or a percentage or share of my estate).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you plan on establishing an endowment or placing any restrictions on your gift by will, please know that we are here to support you. Contact us at <a href=\"mailto:plannedgiving@carleton.ca\">plannedgiving@carleton.ca<\/a> to ensure we can honour your intentions.<\/p>\n\n\n        <\/dd>\n    <\/div>\n\n\n    <div class=\"grid pt-4 pb-3 border-b accordion border-cu-black-100 md:pt-6 md:pb-5 first:border-t\">\n        <dt class=\"font-semibold not-prose\">\n            <button class=\"flex items-center justify-between w-full text-left accordion__button\" aria-expanded=\"false\" aria-controls=\"accordion-can-i-direct-my-gift-to-a-specific-faculty-or-program-or-established-a-named-scholarship-or-bursary\">\n                <span class=\"flex-1 ml-auto text-left break-words whitespace-normal cu-icon\">\n                    Can I direct my gift to a specific faculty or program or established a named scholarship or bursary? \n                <\/span>\n                <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" viewbox=\"0 0 24 24\" stroke-width=\"1.5\" stroke=\"currentColor\" aria-hidden=\"true\" data-slot=\"icon\" class=\"w-5 h-5 ml-auto transition-transform rotate-0 accordion__icon text-cu-black-500\">\n                    <path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M8.25 4.5l7.5 7.5-7.5 7.5\"><\/path>\n                <\/svg>\n            <\/button>\n        <\/dt>\n        <dd class=\"p-0 mt-0 cu-prose cu-prose-first-last accordion__content md:p-0 md:mt-0\" hidden=\"\" id=\"accordion-can-i-direct-my-gift-to-a-specific-faculty-or-program-or-established-a-named-scholarship-or-bursary\">\n            \n\n\n\n<p class=\"wp-block-paragraph\">Absolutely! Making a gift by will is a very personal decision, and you can direct your gift to a specific faculty or program or create a new scholarship, bursary, or fund. If you plan on establishing an endowment or placing any restrictions on your gift by will, please know that we are here to help. Contact us at <a href=\"mailto:plannedgiving@carleton.ca\">plannedgiving@carleton.ca<\/a>, and we would be honored to provide you with guidance to determine the best approach and personalized language for your will.<\/p>\n\n\n        <\/dd>\n    <\/div>\n\n\n    <div class=\"grid pt-4 pb-3 border-b accordion border-cu-black-100 md:pt-6 md:pb-5 first:border-t\">\n        <dt class=\"font-semibold not-prose\">\n            <button class=\"flex items-center justify-between w-full text-left accordion__button\" aria-expanded=\"false\" aria-controls=\"accordion-i-already-have-a-gift-in-my-will-for-carleton-university-should-i-inform-you-of-my-gift-intentions\">\n                <span class=\"flex-1 ml-auto text-left break-words whitespace-normal cu-icon\">\n                    I already have a gift in my will for Carleton University. Should I inform you of my gift intentions?\n                <\/span>\n                <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" viewbox=\"0 0 24 24\" stroke-width=\"1.5\" stroke=\"currentColor\" aria-hidden=\"true\" data-slot=\"icon\" class=\"w-5 h-5 ml-auto transition-transform rotate-0 accordion__icon text-cu-black-500\">\n                    <path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M8.25 4.5l7.5 7.5-7.5 7.5\"><\/path>\n                <\/svg>\n            <\/button>\n        <\/dt>\n        <dd class=\"p-0 mt-0 cu-prose cu-prose-first-last accordion__content md:p-0 md:mt-0\" hidden=\"\" id=\"accordion-i-already-have-a-gift-in-my-will-for-carleton-university-should-i-inform-you-of-my-gift-intentions\">\n            \n\n\n\n<p class=\"wp-block-paragraph\">At Carleton University we celebrate and recognize our legacy donors as an integral part of our community. Carleton\u2019s community of legacy donors receive prestige invitations to events and special communications to stay connected and engaged. If you would like to learn more about Carleton\u2019s Community of Legacy Donors, please send us an e-mail at&nbsp;<a href=\"mailto:plannedgiving@carleton.ca\">plannedgiving@carleton.ca<\/a>.<\/p>\n\n\n        <\/dd>\n    <\/div>\n\n\n    <div class=\"grid pt-4 pb-3 border-b accordion border-cu-black-100 md:pt-6 md:pb-5 first:border-t\">\n        <dt class=\"font-semibold not-prose\">\n            <button class=\"flex items-center justify-between w-full text-left accordion__button\" aria-expanded=\"false\" aria-controls=\"accordion-are-there-other-ways-to-support-or-make-a-gift-in-my-will-or-estate-plan-to-carleton-university\">\n                <span class=\"flex-1 ml-auto text-left break-words whitespace-normal cu-icon\">\n                    Are there other ways to support or make a gift in my will or estate plan to Carleton University? \n                <\/span>\n                <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" viewbox=\"0 0 24 24\" stroke-width=\"1.5\" stroke=\"currentColor\" aria-hidden=\"true\" data-slot=\"icon\" class=\"w-5 h-5 ml-auto transition-transform rotate-0 accordion__icon text-cu-black-500\">\n                    <path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M8.25 4.5l7.5 7.5-7.5 7.5\"><\/path>\n                <\/svg>\n            <\/button>\n        <\/dt>\n        <dd class=\"p-0 mt-0 cu-prose cu-prose-first-last accordion__content md:p-0 md:mt-0\" hidden=\"\" id=\"accordion-are-there-other-ways-to-support-or-make-a-gift-in-my-will-or-estate-plan-to-carleton-university\">\n            \n\n\n\n<p class=\"wp-block-paragraph\">There are lots of different ways to make a difference. These include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Beneficiary designations<\/li>\n\n\n\n<li>RRSP\/RRIF<\/li>\n\n\n\n<li>Life Insurance<\/li>\n\n\n\n<li>Donor Advised Funds<\/li>\n\n\n\n<li>Securities, Shares or Mutual Funds<\/li>\n\n\n\n<li>Endowed Gifts<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">To learn more about these options and other ways to give, visit our <a href=\"https:\/\/carleton.ca\/planforgood\/ways-to-give\/\">Ways to Give<\/a> page or e-mail us at <a href=\"mailto:plannedgiving@carleton.ca\">plannedgiving@carleton.ca<\/a>. You can also request complimentary planning guides on various topics <a type=\"page\" href=\"https:\/\/carleton.ca\/planforgood\/complimentary-planning-resources\/\" id=\"27\">here<\/a>.<\/p>\n\n\n        <\/dd>\n    <\/div>\n\n\n    <div class=\"grid pt-4 pb-3 border-b accordion border-cu-black-100 md:pt-6 md:pb-5 first:border-t\">\n        <dt class=\"font-semibold not-prose\">\n            <button class=\"flex items-center justify-between w-full text-left accordion__button\" aria-expanded=\"false\" aria-controls=\"accordion-im-the-executor-of-an-estate-that-named-carleton-university-as-a-beneficiary-who-should-i-contact\">\n                <span class=\"flex-1 ml-auto text-left break-words whitespace-normal cu-icon\">\n                    I&#8217;m the executor of an estate that named Carleton University as a beneficiary. Who should I contact? \n                <\/span>\n                <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" viewbox=\"0 0 24 24\" stroke-width=\"1.5\" stroke=\"currentColor\" aria-hidden=\"true\" data-slot=\"icon\" class=\"w-5 h-5 ml-auto transition-transform rotate-0 accordion__icon text-cu-black-500\">\n                    <path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M8.25 4.5l7.5 7.5-7.5 7.5\"><\/path>\n                <\/svg>\n            <\/button>\n        <\/dt>\n        <dd class=\"p-0 mt-0 cu-prose cu-prose-first-last accordion__content md:p-0 md:mt-0\" hidden=\"\" id=\"accordion-im-the-executor-of-an-estate-that-named-carleton-university-as-a-beneficiary-who-should-i-contact\">\n            \n\n\n\n<p class=\"wp-block-paragraph\">For all estate matters, please contact Holly Greatrex, Director, Personal and Planned Giving, directly at&nbsp;<a href=\"mailto:holly.greatrex@carleton.ca\">holly.greatrex@carleton.ca<\/a>&nbsp;or call 613-520-2600 extension 3096.<\/p>\n\n\n\n\n        <\/dd>\n    <\/div>\n\n\n    <\/dl>\n\n\n    <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_cu_dining_location_slug":"","footnotes":"","_links_to":"","_links_to_target":""},"cu_page_type":[],"class_list":["post-1355","page","type-page","status-publish","hentry"],"acf":{"cu_post_thumbnail":""},"_links":{"self":[{"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/pages\/1355","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/comments?post=1355"}],"version-history":[{"count":4,"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/pages\/1355\/revisions"}],"predecessor-version":[{"id":2247,"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/pages\/1355\/revisions\/2247"}],"wp:attachment":[{"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/media?parent=1355"}],"wp:term":[{"taxonomy":"cu_page_type","embeddable":true,"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/cu_page_type?post=1355"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}