{"id":49,"date":"2019-11-28T09:42:46","date_gmt":"2019-11-28T14:42:46","guid":{"rendered":"https:\/\/carleton.ca\/planforgood\/?page_id=49"},"modified":"2026-09-04T11:42:38","modified_gmt":"2026-09-04T15:42:38","slug":"legacy-toolbox","status":"publish","type":"page","link":"https:\/\/carleton.ca\/planforgood\/legacy-toolbox\/","title":{"rendered":"Legacy Tools"},"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                        Legacy Tools\n                    <\/h1>\n                \n                                \n                                    \n\n<p class=\"wp-block-paragraph\">If you are planning for the future, a legacy gift in your Will for Carleton University is an easy thing to do. Your legacy gift is probably one of the most significant acts of generosity that you will carry out.<\/p>\n\n\n                            <\/header>\n\n                    <\/div>\n\n            <\/div>\n\n    <\/div>\n<\/section>\n\n\n\n<p class=\"wp-block-paragraph\">For more than 80 years, Carleton University has been preparing leaders and changemakers. A gift in your Will is a simple and meaningful way to help continue this impact for future generations. Please&nbsp;<a href=\"mailto:plannedgiving@carleton.ca?subject=My%20Legacy%20Gift%20for%20Carleton%20University\">tell us&nbsp;<\/a>if you\u2019ve already named Carleton University in your will or estate plan.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Learn more through <strong><a href=\"https:\/\/carleton.ca\/planforgood\/gifts-by-will\/\" target=\"_blank\" rel=\"noreferrer noopener\">A Gift By Will<\/a><\/strong> and our <strong><a href=\"https:\/\/carleton.ca\/planforgood\/sample-language-for-a-will\/\" target=\"_blank\" rel=\"noreferrer noopener\">sample Will language<\/a><\/strong>, or <strong><a href=\"https:\/\/carleton.ca\/planforgood\/contact-information\/\" target=\"_blank\" rel=\"noreferrer noopener\">contact us<\/a><\/strong> with any questions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Additional information on tax-efficient giving options, including securities, life insurance, and retirement funds, is available <strong><a href=\"https:\/\/carleton.ca\/planforgood\/complimentary-planning-resources\/\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a><\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you have already included Carleton in your estate plans, please let us know so we can thank you and welcome you to our community of <strong><a href=\"https:\/\/carleton.ca\/planforgood\/carletons-community-of-legacy-donors\/\" target=\"_blank\" rel=\"noreferrer noopener\">legacy donors<\/a><\/strong>.<\/p>\n\n\n    \n<section class=\"w-screen px-6 cu-section cu-section--grey ml-offset-center md:px-8 lg:px-14\">\n    <div class=\"space-y-6 cu-max-w-child-5xl bg-cu-black-50 max-w-screen-2xl mx-auto rounded-xl px-6 py-5 md:px-14 md:py-12 md:space-y-10 cu-prose-first-last\">\n\n                \n        <div class=\"cu-column cu-component not-contained mx-auto grid max-w-5xl md:grid-cols-3 gap-6 md:gap-10\">\n            \n\n<div class=\"not-prose cu-card rounded-lg @container md:max-w-xl flex flex-col gap-3 bg-white shadow-lg shadow-cu-black-100   group duration-300 ease-in hover:scale-[1.02] hover:shadow-cu-black-200\">\n\n                        <figure class=\"flex items-center justify-center w-12 h-12 mx-6 mt-5 mb-1.5 overflow-hidden\">\n                <span class=\"cu-icon cu-icon-thumb\" style=\"width: 48px; height: 48px; display: inline-block;\" aria-hidden=\"true\">\n                    <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!--! Font Awesome Pro 6.5.1 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license (Commercial License) Copyright 2023 Fonticons, Inc. --><path d=\"M160 64c-17.7 0-32 14.3-32 32V416c0 11.7-3.1 22.6-8.6 32H432c26.5 0 48-21.5 48-48V96c0-17.7-14.3-32-32-32H160zM64 480c-35.3 0-64-28.7-64-64V160c0-35.3 28.7-64 64-64v32c-17.7 0-32 14.3-32 32V416c0 17.7 14.3 32 32 32s32-14.3 32-32V96c0-35.3 28.7-64 64-64H448c35.3 0 64 28.7 64 64V400c0 44.2-35.8 80-80 80H64zM384 112c0-8.8 7.2-16 16-16h32c8.8 0 16 7.2 16 16s-7.2 16-16 16H400c-8.8 0-16-7.2-16-16zm0 64c0-8.8 7.2-16 16-16h32c8.8 0 16 7.2 16 16s-7.2 16-16 16H400c-8.8 0-16-7.2-16-16zm0 64c0-8.8 7.2-16 16-16h32c8.8 0 16 7.2 16 16s-7.2 16-16 16H400c-8.8 0-16-7.2-16-16zM160 304c0-8.8 7.2-16 16-16H432c8.8 0 16 7.2 16 16s-7.2 16-16 16H176c-8.8 0-16-7.2-16-16zm0 64c0-8.8 7.2-16 16-16H432c8.8 0 16 7.2 16 16s-7.2 16-16 16H176c-8.8 0-16-7.2-16-16zm32-144H320V128H192v96zM160 120c0-13.3 10.7-24 24-24H328c13.3 0 24 10.7 24 24V232c0 13.3-10.7 24-24 24H184c-13.3 0-24-10.7-24-24V120z\"\/><\/svg>\n                <\/span>\n            <\/figure>\n            \n                <header class=\"flex flex-col gap-3  px-6 first:mt-6\">\n                \n        \n    \n    <h2 class=\"line-clamp-3 text-lg font-semibold text-cu-black @sm:md:text-xl leading-6 @sm:md:leading-8\">\n                    Sample Language for a Will\n            <\/h2>\n\n            <\/header>\n\n    \n            <div class=\"flex flex-col px-6\">\n            <p class=\"text-base text-cu-black-700\">\n                The following language may help you and your lawyer when drawing up a bequest that meets your needs. \n            <\/p>\n        <\/div>\n    \n                    \n        <footer class=\"px-6 pt-3 mt-auto text-white md:pt-5\">\n            <a  href=\"https:\/\/carleton.ca\/planforgood\/sample-language-for-a-will\/\" class=\"cu-button cu-button--red cu-button--small\">\n                More info\n            <\/a>\n        <\/footer>\n    \n<\/div>\n\n\n\n<div class=\"not-prose cu-card rounded-lg @container md:max-w-xl flex flex-col gap-3 bg-white shadow-lg shadow-cu-black-100   group duration-300 ease-in hover:scale-[1.02] hover:shadow-cu-black-200\">\n\n                        <figure class=\"flex items-center justify-center w-12 h-12 mx-6 mt-5 mb-1.5 overflow-hidden\">\n                <span class=\"cu-icon cu-icon-thumb\" style=\"width: 48px; height: 48px; display: inline-block;\" aria-hidden=\"true\">\n                    <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!--! Font Awesome Pro 6.5.1 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license (Commercial License) Copyright 2023 Fonticons, Inc. --><path d=\"M128 416v48c0 8.8-7.2 16-16 16H48c-8.8 0-16-7.2-16-16V416h96zm-16 96c12.3 0 23.5-4.6 32-12.2c8.5 7.6 19.7 12.2 32 12.2h64c26.5 0 48-21.5 48-48V416 400 384 193.8l51.4 198.1 4 15.5 18 69.2c6.6 25.5 32 40.6 56.7 33.8l59.6-16.5c24.7-6.8 39.3-33 32.7-58.5l-13.9-53.7-4-15.5-63.9-246-4-15.5-18-69.2C400 9.9 374.6-5.2 349.9 1.6L290.3 18.1c-3.5 1-6.8 2.3-9.9 4C271.9 8.8 257 0 240 0H176c-12.3 0-23.5 4.6-32 12.2C135.5 4.6 124.3 0 112 0H48C21.5 0 0 21.5 0 48V96v16 16V384v16 16 48c0 26.5 21.5 48 48 48h64zM288 64.8V63.5c.3-7.2 5.1-13 10.8-14.6l59.6-16.5c6.6-1.8 14.8 2 17.2 11l14.1 54.2-87.3 24.2L288.6 68.6c-.3-1.3-.5-2.6-.6-3.8zm-32-.6c0 0 0 0 0 0V96H160V48c0-8.8 7.2-16 16-16h64c8.8 0 16 7.2 16 16V64.2zM176 480c-8.8 0-16-7.2-16-16V416h96v48c0 8.8-7.2 16-16 16H176zM128 128V384H32V128h96zm0-80V96H32V48c0-8.8 7.2-16 16-16h64c8.8 0 16 7.2 16 16zM256 384H160V128h96V384zM397.7 128.7l59.8 230.5-87.3 24.2L310.4 152.8l87.3-24.2zm67.9 261.5l13.8 53.2c2.4 9.4-3.2 17.7-10.3 19.6l-59.6 16.5c-6.6 1.8-14.8-2-17.2-11l-14.1-54.2 87.3-24.2z\"\/><\/svg>\n                <\/span>\n            <\/figure>\n            \n                <header class=\"flex flex-col gap-3  px-6 first:mt-6\">\n                \n        \n    \n    <h2 class=\"line-clamp-3 text-lg font-semibold text-cu-black @sm:md:text-xl leading-6 @sm:md:leading-8\">\n                    Complimentary Planning Resources\n            <\/h2>\n\n            <\/header>\n\n    \n            <div class=\"flex flex-col px-6\">\n            <p class=\"text-base text-cu-black-700\">\n                Request our helpful resource brochures, a complete listing of guides to tax efficient philanthropy e.g. life insurance, retirement funds, gift annuities, donating securities and more, is available.\n            <\/p>\n        <\/div>\n    \n                    \n        <footer class=\"px-6 pt-3 mt-auto text-white md:pt-5\">\n            <a  href=\"https:\/\/carleton.ca\/planforgood\/complimentary-planning-resources\/\" class=\"cu-button cu-button--red cu-button--small\">\n                More info\n            <\/a>\n        <\/footer>\n    \n<\/div>\n\n\n\n<div class=\"not-prose cu-card rounded-lg @container md:max-w-xl flex flex-col gap-3 bg-white shadow-lg shadow-cu-black-100   group duration-300 ease-in hover:scale-[1.02] hover:shadow-cu-black-200\">\n\n                        <figure class=\"flex items-center justify-center w-12 h-12 mx-6 mt-5 mb-1.5 overflow-hidden\">\n                <span class=\"cu-icon cu-icon-thumb\" style=\"width: 48px; height: 48px; display: inline-block;\" aria-hidden=\"true\">\n                    <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 576 512\"><!--! Font Awesome Pro 6.5.1 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license (Commercial License) Copyright 2023 Fonticons, Inc. --><path d=\"M125.1 0H144c88.4 0 160 71.6 160 160v96c0 8.8-7.2 16-16 16s-16-7.2-16-16V176H242.9C161.8 176 96 110.2 96 29.1C96 13 109 0 125.1 0zM144 32H128c1.5 62.1 52.4 112 114.9 112H271C263.1 80.9 209.3 32 144 32zM336 176V160c0-5.4-.2-10.7-.7-16C396.8 142.8 446.4 93.4 448 32H432c-45.7 0-85.8 23.9-108.4 59.9c-4.3-11.4-9.7-22.3-16-32.5C336.9 23.2 381.7 0 432 0h18.9C467 0 480 13 480 29.1c0 80.2-64.2 145.3-144 146.9zM151 317.4c13.1-8.8 28.6-13.4 44.4-13.4H344c30.9 0 56 25.1 56 56c0 8.6-1.9 16.7-5.4 24h5.6l94.7-56.4c8.3-4.9 17.8-7.6 27.5-7.6h1.3c28.9 0 52.3 23.4 52.3 52.3c0 17.7-9 34.2-23.8 43.8L432.6 493.9c-18.2 11.8-39.4 18.1-61 18.1H16c-8.8 0-16-7.2-16-16s7.2-16 16-16H371.5c15.5 0 30.6-4.5 43.6-12.9l119.6-77.8c5.8-3.7 9.2-10.2 9.2-17c0-11.2-9.1-20.3-20.3-20.3h-1.3c-3.9 0-7.7 1.1-11.1 3l-98.5 58.7c-2.5 1.5-5.3 2.3-8.2 2.3H344 320 256c-8.8 0-16-7.2-16-16s7.2-16 16-16h64 24c13.3 0 24-10.7 24-24s-10.7-24-24-24H195.4c-9.5 0-18.7 2.8-26.6 8.1L88.9 397.3c-2.6 1.8-5.7 2.7-8.9 2.7H16c-8.8 0-16-7.2-16-16s7.2-16 16-16H75.2L151 317.4z\"\/><\/svg>\n                <\/span>\n            <\/figure>\n            \n                <header class=\"flex flex-col gap-3  px-6 first:mt-6\">\n                \n        \n    \n    <h2 class=\"line-clamp-3 text-lg font-semibold text-cu-black @sm:md:text-xl leading-6 @sm:md:leading-8\">\n                    Sample Beneficiary Designation\n            <\/h2>\n\n            <\/header>\n\n    \n            <div class=\"flex flex-col px-6\">\n            <p class=\"text-base text-cu-black-700\">\n                To designate Carleton University as a beneficiary of a qualified retirement plan or other financial account, please use the following information.\n            <\/p>\n        <\/div>\n    \n                    \n        <footer class=\"px-6 pt-3 mt-auto text-white md:pt-5\">\n            <a  href=\"https:\/\/carleton.ca\/planforgood\/sample-beneficiary-designation\/\" class=\"cu-button cu-button--red cu-button--small\">\n                More info\n            <\/a>\n        <\/footer>\n    \n<\/div>\n\n\n        <\/div>\n\n        \n    <\/div>\n<\/section>\n\n\n","protected":false},"excerpt":{"rendered":"<p>For more than 80 years, Carleton University has been preparing leaders and changemakers. A gift in your Will is a simple and meaningful way to help continue this impact for future generations. Please&nbsp;tell us&nbsp;if you\u2019ve already named Carleton University in your will or estate plan. Learn more through A Gift By Will and our sample [&hellip;]<\/p>\n","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-49","page","type-page","status-publish","hentry"],"acf":{"cu_post_thumbnail":""},"_links":{"self":[{"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/pages\/49","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=49"}],"version-history":[{"count":5,"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/pages\/49\/revisions"}],"predecessor-version":[{"id":2259,"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/pages\/49\/revisions\/2259"}],"wp:attachment":[{"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/media?parent=49"}],"wp:term":[{"taxonomy":"cu_page_type","embeddable":true,"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/cu_page_type?post=49"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}