In your work as a professional advisor, you value professionalism, integrity, and honesty – taking the utmost care when serving your clients.\u00a0 As a charitable organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts.\u00a0 Our gift planners are well-trained and skilled in the application of all vehicles used in strategic philanthropy.\u00a0 You are welcome to call anytime to discuss your client’s intentions.<\/p>\n
Please use our legacy giving website to help you assist your clients with their charitable planning, and feel free to contact our Personal and Planned Giving team at plannedgiving@carleton.ca<\/a> or at 613-520-3636<\/p>\n Legal Name:<\/strong> Carleton University<\/p>\n Charitable Registration Number:<\/strong> 11883 8937 RR0001<\/p>\n Incorporated in<\/strong>: Ottawa, Ontario<\/p>\n Mailing address:<\/strong><\/p>\n 4104 HCI Building 613-520-3636 (main) <\/p>\n For sample Will wording, please refer to our brochure A\u00a0Gift By Will.<\/strong><\/a><\/p>\n Please download our Professional Advisors One Pager<\/a>, and keep it for your records. For more information on ways to give, please visit our complimentary planning resources<\/a> page.<\/p>\n Partner with Us<\/strong><\/p>\n We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift planning staff –\u00a0 all working together to ensure the best giving experience possible.\u00a0 We understand that gifts to charities such as Carleton University can be an important part of your client’s overall financial and estate plans.\u00a0 This is why we are committed to working with you to ensure that your client’s philanthropic intentions are properly designed, developed and honoured.<\/p>\n Because many bequests are unique, Carleton University encourages donors to speak with a member of the Planned Giving team to ensure you have the correct language. We will be happy to draft custom wording for your will. <\/strong><\/em><\/p>\n","protected":false},"excerpt":{"rendered":" In your work as a professional advisor, you value professionalism, integrity, and honesty – taking the utmost care when serving your clients.\u00a0 As a charitable organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts.\u00a0 Our gift planners are well-trained and skilled in the application […]<\/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":"none","banner_button":"no"},"_links":{"self":[{"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/pages\/629"}],"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=629"}],"version-history":[{"count":3,"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/pages\/629\/revisions"}],"predecessor-version":[{"id":1427,"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/pages\/629\/revisions\/1427"}],"wp:attachment":[{"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/media?parent=629"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\n1125 Colonel By Drive
\nOttawa, ON
\nK1S 5B6<\/p>\n
\n613-520-3587 (fax)<\/p>\n