{"id":91,"date":"2019-11-28T09:43:19","date_gmt":"2019-11-28T14:43:19","guid":{"rendered":"https:\/\/carleton.ca\/planforgood\/?page_id=91"},"modified":"2026-09-02T14:22:35","modified_gmt":"2026-09-02T18:22:35","slug":"sample-language-for-a-will","status":"publish","type":"page","link":"https:\/\/carleton.ca\/planforgood\/sample-language-for-a-will\/","title":{"rendered":"Sample Language for a Will"},"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                        Sample Language for a Will\n                    <\/h1>\n                \n                                \n                                    \n\n<p class=\"wp-block-paragraph\">The following language may help you and your lawyer when drawing up a bequest that meets your needs.<\/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\">The following language may help you and your lawyer when drawing up a bequest that meets your needs. You may also request our helpful resource brochure, <strong class=\"myprefix-text-bold\"><em class=\"myprefix-text-italic\">A Gift by Will<\/em><\/strong>, by visiting our request page&nbsp;<a href=\"https:\/\/carleton.ca\/planforgood\/complimentary-planning-resources\/\">here<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>General\u00a0<\/strong><b>Bequest. <\/b>If\u00a0you intend to make an outright bequest of cash, securities, or other property by designating a specific dollar amount, a particular asset, or a fixed percentage of your estate to Carleton University to be used for general purposes:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u201cI give, devise and bequeath to Carleton University, a Canadian charity with Registration # 11883 8937 RR0001, the sum of $____________________________, (or % share of my estate) for the use and purposes of the University as its Board of Governors may determine\u201d.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Specific Bequest.&nbsp;<\/strong>If you intend to make an outright bequest for a specific purpose, such as to support technology or counseling resources:<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u201cI give, devise and bequeath to Carleton University, a Canadian charity with<\/em><em><br>\nRegistration # 11883 8937 RR0001, the sum of $___________________, (or % share of my estate) to be used for __________________________________________________________________\u201d.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Residuary Bequest. <\/strong>If you intend to leave the residue portion of your assets after other terms of the will have been satisfied:<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u201cI give, devise and bequeath to Carleton University, a Canadian charity with Registration # 11883 8937 RR0001, the whole of (or % share of) the residue of my estate to be used at the discretion of the University.\u201d<\/em><br>\nOR<br>\n<em>\u201cI give, devise and bequeath to Carleton University, a Canadian charity with Registration # 11883 8937 RR0001, the whole of (or % share of) the residue of my estate to establish a fund for _________.\u201d<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Please discuss with a gift planner in advance to ensure your plan can be carried out.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Contingency Bequest.&nbsp;<\/strong>If you wish to make a contingency gift, so that Carleton University will receive a portion of your estate if your named beneficiary does not survive you:<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u201cIf any of the beneficiaries named in this will should die before becoming entitled to receive their distributive share of my estate, I direct my trustee to pay or transfer the share to which such beneficiary would otherwise be entitled, to Carleton University, a Canadian charity with Registration # 11883 8937 RR0001, for the use and purposes of the University as its Board of Governors may determine\u201d.<\/em>&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong class=\"myprefix-text-bold\">&nbsp;Please contact the Personal and Planned Giving Team if you have any questions at&nbsp;<a href=\"mailto:plannedgiving@carleton.ca\">plannedgiving@carleton.ca<\/a>&nbsp;or 613-520-3636. Then, consult with your tax advisor and lawyer to determine which planned gift strategy is best for you.<\/strong><\/p>\n\n\n\n\n","protected":false},"excerpt":{"rendered":"<p>The following language may help you and your lawyer when drawing up a bequest that meets your needs. You may also request our helpful resource brochure, A Gift by Will, by visiting our request page&nbsp;here. General\u00a0Bequest. If\u00a0you intend to make an outright bequest of cash, securities, or other property by designating a specific dollar amount, [&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-91","page","type-page","status-publish","hentry"],"acf":{"cu_post_thumbnail":""},"_links":{"self":[{"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/pages\/91","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=91"}],"version-history":[{"count":5,"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/pages\/91\/revisions"}],"predecessor-version":[{"id":2245,"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/pages\/91\/revisions\/2245"}],"wp:attachment":[{"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/media?parent=91"}],"wp:term":[{"taxonomy":"cu_page_type","embeddable":true,"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/cu_page_type?post=91"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}