{"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":"2026-09-28T10:21:19","modified_gmt":"2026-09-28T14:21:19","slug":"international-gifts","status":"publish","type":"page","link":"https:\/\/carleton.ca\/planforgood\/international-gifts\/","title":{"rendered":"Gifts by U.S. Residents"},"content":{"rendered":"\n
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\n Gifts by U.S. Residents to Carleton University\n <\/h1>\n \n \n <\/header>\n\n <\/div>\n\n <\/div>\n\n <\/div>\n<\/section>\n\n\n\n

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 \u2013 provided he, or she, or a family member is or was enrolled (family member\u00a0includes\u00a0spouse, children, grandchildren, parents and siblings.) If you are an alum or a family member \u2013 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 \u2013 those gifts should be made to Carleton University through Chapel & York US Foundation\u00a0.\u00a0<\/p>\n\n\n\n

The Chapel & 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 & York which allows the university\u00a0to effectively fundraise\u00a0in America\u00a0without having to set up a legal entity.\u00a0<\/p>\n\n\n\n

Online Donations<\/h2>\n\n\n

To donate online<\/em>, please complete our secure online donation<\/a><\/strong> form through Chapel & York.<\/p>\n\n\n

By Cheque<\/h3>\n\n\n\n

If donating by cheque<\/em>, please download and complete the donation form<\/a>, and include it with your cheque to:<\/p>\n\n\n\n

Chapel & York US Foundation, Inc.
228 Park Avenue South, #71410,
New York, NY, 10003, USA
<\/p>\n\n\n\n

Shares and Stocks<\/h3>\n\n\n\n

To donate shares or stocks, please complete the secure online transfer<\/a> from through Chapel & York.<\/p>\n\n\n\n

A Gift by Will<\/h3>\n\n\n\n

A gift by will is a meaningful way to support Carleton. Known as a charitable bequest – a gift in your will is a simple, flexible, and versatile way to ensure the types of programs and experiences that positively impacted you will be able to continue for years to come.<\/p>\n\n\n\n

The Most Common Types of Bequests<\/h4>\n\n\n\n
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\n Residual bequest\n <\/h2>\n\n <\/header>\n\n \n
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\n A percentage of the remainder of your estate after other specific legacies have been fulfilled.\n <\/p>\n <\/div>\n \n \n<\/div>\n\n\n\n

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\n Specific bequest\n <\/h2>\n\n <\/header>\n\n \n
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\n A specific dollar amount, or stated fraction of your estate, or a specified gift in kind (collections, art, books, jewelry, etc).\n <\/p>\n <\/div>\n \n \n<\/div>\n\n\n <\/div>\n\n \n <\/div>\n<\/section>\n\n\n\n

You may request our helpful resource brochure, A Gift By Will American Edition<\/em>, with sample language for a will here<\/a>. <\/p>\n\n\n\n

Please\u202fcontact us<\/a>\u202fif you\u2019ve already named Carleton University in your estate plan. We would like to personally thank you for your generosity and commitment and welcome you to our community of Legacy Donors \u2013 a special group of supporters like you. <\/p>\n\n\n\n

Tax-Free Distributions to Charity from IRAs Now Available<\/h3>\n\n\n\n

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 University through the Chapel & York US Foundation, Inc a recognized 501(c)(3) by the Internal Revenue Service with EIN: 81-2161937. 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. <\/p>\n\n\n\n

 You may request our helpful resource brochure here<\/a>. <\/p>\n\n\n\n

Beneficiary Designations<\/h3>\n\n\n\n

Continue Supporting Carleton After Your Lifetime<\/p>\n\n\n\n

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. <\/p>\n\n\n\n

Not only is it an easy way to 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. <\/p>\n\n\n\n\n\n

Frequently Asked Questions<\/h2>\n\n\n\n

Find answers to frequently asked questions from Carleton donors who reside in the United States of America below:<\/strong><\/p>\n\n\n\n

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