{"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":"2025-02-27T14:46:30","modified_gmt":"2025-02-27T19:46:30","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":"<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 href=\"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/A-Gift-By-Will.pdf\">A Gift By Will.<\/a><\/p>\n<p><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<p><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<ul>\n<li><strong>Specific Bequest.\u00a0<\/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<p><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<ul>\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<p><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<p>Please discuss with a gift planner in advance to ensure your plan can be carried out.<\/p>\n<ul>\n<li><strong>Contingency Bequest.\u00a0<\/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<p><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><\/p>\n<p><strong>Please contact the Personal and Planned Giving Team if you have any questions at\u00a0<\/strong><a href=\"&#109;&#x61;&#105;&#x6c;t&#x6f;:&#112;&#x6c;&#97;&#x6e;n&#x65;d&#103;&#x69;&#118;&#x69;n&#x67;&#64;&#99;&#x61;&#114;&#x6c;e&#x74;o&#110;&#x2e;&#99;&#x61;\"><strong>p&#108;&#x61;&#x6e;n&#101;&#100;&#x67;&#x69;v&#105;&#x6e;&#x67;&#64;&#99;&#97;&#x72;&#x6c;e&#116;&#x6f;&#x6e;&#46;&#99;&#97;<\/strong><\/a><b>\u00a0or 613-520-3636. Then, consult with your tax advisor and lawyer to determine which planned gift strategy is best for you.<\/b><\/p>\n<p><\/p>\n<p><\/p>\n<p><\/p>\n<p><\/p>\n<p><\/p>\n<p><\/p>\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. General\u00a0Bequest. 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 [&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":494,"id":494,"title":"Sample Language Will","filename":"Sample-Language-Will.jpg","filesize":274381,"url":"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/Sample-Language-Will.jpg","link":"https:\/\/carleton.ca\/planforgood\/sample-language-for-a-will\/sample-language-will\/","alt":"Architecture Students Working","author":"7","description":"","caption":"","name":"sample-language-will","status":"inherit","uploaded_to":91,"date":"2019-12-18 19:52:17","modified":"2020-02-03 18:51:04","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\/Sample-Language-Will-160x70.jpg","thumbnail-width":160,"thumbnail-height":70,"medium":"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/Sample-Language-Will-240x105.jpg","medium-width":240,"medium-height":105,"medium_large":"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/Sample-Language-Will-768x336.jpg","medium_large-width":768,"medium_large-height":336,"large":"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/Sample-Language-Will-400x175.jpg","large-width":400,"large-height":175,"gallery-thumb":"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/Sample-Language-Will-300x230.jpg","gallery-thumb-width":300,"gallery-thumb-height":230,"1536x1536":"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/Sample-Language-Will.jpg","1536x1536-width":1536,"1536x1536-height":672,"2048x2048":"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/Sample-Language-Will.jpg","2048x2048-width":1600,"2048x2048-height":700,"banner":"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/Sample-Language-Will.jpg","banner-width":1600,"banner-height":700,"people":"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/Sample-Language-Will-200x200.jpg","people-width":200,"people-height":200,"post-thumb":"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/Sample-Language-Will-300x230.jpg","post-thumb-width":300,"post-thumb-height":230,"rotator-image":"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/Sample-Language-Will-800x600.jpg","rotator-image-width":800,"rotator-image-height":600,"video-thumb":"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/Sample-Language-Will-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\/91"}],"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=91"}],"version-history":[{"count":3,"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/pages\/91\/revisions"}],"predecessor-version":[{"id":1429,"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/pages\/91\/revisions\/1429"}],"wp:attachment":[{"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/media?parent=91"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}