{"id":301,"date":"2019-12-10T11:25:02","date_gmt":"2019-12-10T16:25:02","guid":{"rendered":"https:\/\/carleton.ca\/planforgood\/?page_id=301"},"modified":"2026-05-14T14:19:22","modified_gmt":"2026-05-14T18:19:22","slug":"international-gifts","status":"publish","type":"page","link":"https:\/\/carleton.ca\/planforgood\/international-gifts\/","title":{"rendered":"Gifts by Americans"},"content":{"rendered":"<p><strong>Gifts by Americans to Carleton University<\/strong><\/p>\n<p><span class=\"NormalTextRun SCXW135276827 BCX8\">Under the Canada-United States Income Tax Convention, a citizen or resident of the United States is entitled to a charitable deduction for gifts to a Canadian\u00a0<\/span><span class=\"NormalTextRun SCXW135276827 BCX8\">U<\/span><span class=\"NormalTextRun SCXW135276827 BCX8\">niversity &#8211; provided he, or she, or a family member is or was enrolled (<\/span><span class=\"NormalTextRun SCXW135276827 BCX8\">f<\/span><span class=\"NormalTextRun SCXW135276827 BCX8\">amily member\u00a0<\/span><span class=\"NormalTextRun SCXW135276827 BCX8\">includes<\/span><span class=\"NormalTextRun SCXW135276827 BCX8\">\u00a0spouse, children, grandchildren, parents and siblings.) If you are an alum or a family member &#8211; you can plan your donation directly to Carleton University. If these conditions do not apply to you, or you are currently planning a gift of assets from IRA\u2019s or the full spectrum of Charitable Trusts &#8211; those gifts should be made through Chapel &amp; York US Foundation<\/span><span class=\"NormalTextRun SCXW135276827 BCX8\">\u00a0to Carleton University<\/span><span class=\"NormalTextRun SCXW135276827 BCX8\">.<\/span><span class=\"NormalTextRun SCXW135276827 BCX8\">\u00a0<\/span><span class=\"NormalTextRun SCXW135276827 BCX8\">The Chapel &amp; York US Foundation, Inc is a recognized 501(c)(3) by the Internal Revenue Service with EIN: 81-2161937.<\/span><\/p>\n<p><b><span data-contrast=\"auto\">Online Donations\u00a0<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">To donate\u00a0<\/span><em>online<\/em><span data-contrast=\"auto\">, please complete our <\/span><a href=\"https:\/\/secureddonation.com\/give\/CarletonU\">secure online donation form<\/a><span data-contrast=\"auto\"> through Chapel &amp; York.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"auto\">By Cheque<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">If donating by\u00a0<\/span><em>cheque<\/em><span data-contrast=\"auto\">, please download and complete the <\/span><a href=\"https:\/\/chapel-yorkusfoundation.org\/wp-content\/uploads\/2026\/04\/US-Offline-Form.pdf\"><span data-contrast=\"none\">donation form<\/span><\/a><span data-contrast=\"auto\">, and include it with your cheque to:<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p>Chapel &amp; York US Foundation, Inc.<br \/>\n228 Park Avenue South, #71410,<br \/>\nNew York, NY, 10003, USA<\/p>\n<p><b><span data-contrast=\"auto\">Shares and Stocks<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">To donate shares or stocks, please complete the\u00a0<\/span><a href=\"https:\/\/chapelyorkusfoundation.beaconforms.com\/form\/542441b2\"><span data-contrast=\"none\">secure online transfer<\/span><\/a><span data-contrast=\"auto\">\u00a0from through Chapel &amp; York.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"auto\">A Gift by Will<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">A gift by will is a meaningful way to support Carleton. Known as a charitable bequest \u2013 a gift in your will is a simple, flexible, and versatile way to ensure the types of programs and experiences that positively\u00a0impacted\u00a0you will be able to continue for years to come.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">The Most Common Types of Bequests<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Residual Bequest<\/span><\/b><span data-contrast=\"auto\">: Carleton University receives a\u00a0portion\u00a0of the\u00a0remainder\u00a0of your estate after other specific legacies have been fulfilled.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Specific Bequest:<\/span><\/b><span data-contrast=\"auto\">\u202fCarleton University receives a specific dollar amount, or\u00a0stated\u00a0fraction of your estate, or a specified gift of property (collections, art, books, real estate, etc.)<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-contrast=\"auto\">You may request our helpful resource brochure, <em>A Gift\u00a0By\u00a0Will American Edition<\/em>, with sample language for a will <a href=\"https:\/\/carleton.ca\/planforgood\/complimentary-planning-resources\/\">here<\/a>.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">Please\u202f<\/span><a href=\"&#x6d;&#x61;&#105;&#108;t&#x6f;&#x3a;&#x70;&#108;&#97;n&#x6e;&#x65;&#x64;&#103;&#105;v&#x69;&#x6e;&#x67;&#64;&#99;a&#x72;&#x6c;&#x65;&#116;on&#x2e;&#x63;&#x61;\"><span data-contrast=\"none\">contact us<\/span><\/a><span data-contrast=\"none\">\u202fif\u00a0you\u2019ve\u00a0already named Carleton University in your estate plan. We would like to personally thank you for your generosity and\u00a0commitment and\u00a0welcome you to our community of Legacy Donors \u2013\u00a0a special group\u00a0of supporters like you.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335557856&quot;:16777215,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335557856&quot;:16777215,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"none\">Tax-Free Distributions to Charity from IRAs Now Available<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335557856&quot;:16777215,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">For those who are 70 \u00bd or older, any amount up to $100,000 may be distributed tax-free from your Individual Retirement Account (IRA) to Carleton\u00a0University through the\u00a0<\/span><span data-contrast=\"auto\">Chapel &amp; York US Foundation, Inc a recognized 501(c)(3) by the Internal Revenue Service with EIN: 81-2161937<\/span><span data-contrast=\"none\">. This amount can count toward your required minimum distribution for the year in which the distribution is made. Although these distributions are not deductible as charitable contributions on your income tax return, they affect your taxes because they are not treated as taxable income to you.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335557856&quot;:16777215,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335557856&quot;:16777215,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><span data-contrast=\"auto\">You may request our helpful resource brochure\u00a0<a href=\"https:\/\/carleton.ca\/planforgood\/complimentary-planning-resources\/\">here<\/a>.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"none\">Beneficiary Designations<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335557856&quot;:16777215,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">Continue Supporting Carleton After Your Lifetime<\/span><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335557856&quot;:16777215,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">If you are passionate about supporting Carleton, a beneficiary designation is an easy, impactful gift for you to consider. You simply contact your retirement or life insurance plan administrator and request a beneficiary designation form. Then, name Carleton University as a beneficiary to receive retirement assets or life insurance proceeds after your lifetime. The form provided to you is entirely separate from your will.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335557856&quot;:16777215,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">Not only is it\u00a0an easy way\u00a0to give, but it is also flexible \u2013 you are not locked into the choices you make today, and you can review and adjust beneficiary designations at any time.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335557856&quot;:16777215,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><\/p>\n<h4><strong>Frequently asked Questions<\/strong><\/h4>\n<p><strong>Find answers to frequently asked questions from Carleton donors who reside in the United States of America below:<\/strong><\/p>\n<p><strong>Can a U.S. resident donor give directly to Carleton University?<\/strong><\/p>\n<p><span class=\"TextRun SCXW240097964 BCX8\" lang=\"EN-CA\" xml:lang=\"EN-CA\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW240097964 BCX8\" data-ccp-parastyle=\"Normal (Web)\">In most cases, the answer is yes. Under the Canada-United States Income Tax Convention, a citizen or resident of the United States is entitled to a charitable deduction for gifts to a Canadian university, provided they or a family member is or was enrolled. (<\/span><span class=\"NormalTextRun SCXW240097964 BCX8\" data-ccp-parastyle=\"Normal (Web)\">Family<\/span><span class=\"NormalTextRun SCXW240097964 BCX8\" data-ccp-parastyle=\"Normal (Web)\">\u00a0member\u00a0<\/span><span class=\"NormalTextRun SCXW240097964 BCX8\" data-ccp-parastyle=\"Normal (Web)\">includes spouse, children, grandchildren, parents, and siblings.) If you are an alum or a family member, you can plan your donation directly to Carleton University. If these conditions do not apply to you, or you are currently planning a gift of assets from IRA\u2019s or the full spectrum of Charitable Trusts, those gifts should be made through Chapel &amp; York US Foundation to Carleton University. The Chapel &amp; York US Foundation, Inc is a recognized 501(c)(3) by the Internal Revenue Service with EIN: 81-2161937.<\/span><\/span><span class=\"EOP SCXW240097964 BCX8\" data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><\/p>\n<p><b><span data-contrast=\"none\">What is\u00a0Chapel &amp; York US Foundation?<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">The Chapel &amp; York US Foundation is a registered 501(c)(3) charitable organization and\u00a0accepts gifts for Carleton University as they\u00a0offer tax benefits to donors in America.\u00a0Carleton University is a fund holder with Chapel &amp; York which allows the university\u00a0allows to effectively fundraise\u00a0in America\u00a0without having to set up a legal entity.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><\/p>\n<p><b><span data-contrast=\"none\">What types of gifts should be\u00a0to\u00a0Carleton University\u00a0through the\u00a0Chapel &amp; York US Foundation?\u00a0<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">All corporate donations, corporate matching gifts, donations of stocks, mutual funds, bonds and other similar instruments, charitable gifts of and from retirement plans (IRAs, 401(k), Keogh, Roth IRAs, TIAA\/CREF, etc.) \u2013 should be made through\u00a0the Chapel &amp; York US Foundation.\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><\/p>\n<p><b><span data-contrast=\"none\">Can my employer match my gift to Carleton University through their matching charitable gifts program?<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">Many U.S. corporations will match donations made by employees and directors, but American corporations cannot deduct donations made to foreign charities. In cases where a gift is to be matched by an individual\u2019s employer \u2013 even if the individual is a Carleton\u00a0alumnus, both gifts must be directed to Carleton University<\/span><span data-contrast=\"auto\">\u00a0<\/span><span data-contrast=\"none\">through the Chapel &amp; York US Foundation.\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><\/p>\n<p><b><span data-contrast=\"none\">What are the tax benefits of donating securities?<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:true,&quot;134233118&quot;:true,&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">Donations of marketable securities result in reduced income taxes, reduced estate taxes, and avoidance of capital gains taxes\u00a0as long as\u00a0the securities have been held for more than a year. Marketable securities include common and preferred stock, corporate bonds, municipal bonds, mutual funds, and government securities. People who give appreciated securities get a double tax benefit. You save income taxes as you would with a gift of cash, but \u201csave\u201d again by avoiding the capital gains tax you would have owed if you had sold the property. In effect, your deduction is based on untaxed profit.<\/span><\/p>\n<p><\/p>\n<p><strong>Please contact the Personal and Planned Giving Team at\u00a0<a class=\"clickToEmail\" href=\"&#x6d;&#x61;&#105;l&#x74;&#x6f;&#58;pl&#x61;&#x6e;&#110;e&#x64;&#x67;&#105;&#118;i&#x6e;&#x67;&#64;c&#x61;&#x72;&#108;&#101;t&#x6f;&#x6e;&#46;c&#x61;\" target=\"_blank\" rel=\"noopener noreferrer\">&#x70;&#108;a&#x6e;&#110;e&#x64;&#103;i&#x76;&#x69;&#110;&#x67;&#x40;&#99;a&#x72;&#108;e&#x74;&#111;n&#x2e;&#x63;&#97;<\/a>\u00a0or 613-520-3636 if you have any questions.<\/strong><\/p>\n<p><\/p>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Gifts by Americans to Carleton University Under the Canada-United States Income Tax Convention, a citizen or resident of the United States is entitled to a charitable deduction for gifts to a Canadian\u00a0University &#8211; provided he, or she, or a family member is or was enrolled (family member\u00a0includes\u00a0spouse, children, grandchildren, parents and siblings.) If you are [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","_mi_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":"","_links_to":"","_links_to_target":""},"acf":{"banner_image_type":"upload","banner_button":"no","banner_uploaded_image":{"ID":489,"id":489,"title":"International Gifts Banner","filename":"International-Gifts-Banner.jpg","filesize":251423,"url":"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/International-Gifts-Banner.jpg","link":"https:\/\/carleton.ca\/planforgood\/international-gifts\/international-gifts-banner\/","alt":"Carleton University Campus","author":"7","description":"","caption":"","name":"international-gifts-banner","status":"inherit","uploaded_to":301,"date":"2019-12-18 19:19:17","modified":"2020-02-03 18:44:59","menu_order":0,"mime_type":"image\/jpeg","type":"image","subtype":"jpeg","icon":"https:\/\/carleton.ca\/planforgood\/wp\/wp-includes\/images\/media\/default.png","width":1600,"height":700,"sizes":{"thumbnail":"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/International-Gifts-Banner-160x70.jpg","thumbnail-width":160,"thumbnail-height":70,"medium":"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/International-Gifts-Banner-240x105.jpg","medium-width":240,"medium-height":105,"medium_large":"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/International-Gifts-Banner-768x336.jpg","medium_large-width":768,"medium_large-height":336,"large":"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/International-Gifts-Banner-400x175.jpg","large-width":400,"large-height":175,"gallery-thumb":"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/International-Gifts-Banner-300x230.jpg","gallery-thumb-width":300,"gallery-thumb-height":230,"1536x1536":"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/International-Gifts-Banner.jpg","1536x1536-width":1536,"1536x1536-height":672,"2048x2048":"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/International-Gifts-Banner.jpg","2048x2048-width":1600,"2048x2048-height":700,"banner":"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/International-Gifts-Banner.jpg","banner-width":1600,"banner-height":700,"people":"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/International-Gifts-Banner-200x200.jpg","people-width":200,"people-height":200,"post-thumb":"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/International-Gifts-Banner-300x230.jpg","post-thumb-width":300,"post-thumb-height":230,"rotator-image":"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/International-Gifts-Banner-800x600.jpg","rotator-image-width":800,"rotator-image-height":600,"video-thumb":"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/International-Gifts-Banner-360x158.jpg","video-thumb-width":360,"video-thumb-height":158}},"banner_opacity":"dark"},"_links":{"self":[{"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/pages\/301"}],"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\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/comments?post=301"}],"version-history":[{"count":5,"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/pages\/301\/revisions"}],"predecessor-version":[{"id":1697,"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/pages\/301\/revisions\/1697"}],"wp:attachment":[{"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/media?parent=301"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}