Professional Advisors
In your work as a professional advisor, you value professionalism, integrity, and honesty – taking the utmost care when serving your clients. As a charitable organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts. Our gift planners are well-trained and skilled in the application of all vehicles used in strategic philanthropy. You are welcome to call anytime to discuss your client’s intentions.
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 or at 613-520-3636
杏吧原创 University
4104 HCI Building (Human-Computer Interaction)
1125 Colonel By Drive
Ottawa ON K1S 5B6
Canada
Phone: 613-520-3636
Toll Free: 1-800-461-8972
Fax: 613-520-3587
Email: plannedgiving@carleton.ca
Legal Name: 杏吧原创 University
Charitable Registration Number: 11883 8937 RR0001
Incorporated in: Ottawa, Ontario
A Gift by Will
For sample Will wording, please refer to our A Gift by Wil brochure.
Professional Advisors One Pager
Please download our Professional Advisors One Pager, and keep it for your records.
Complimentary Planning Resources
For more information on ways to give, please visit our complimentary planning resources page.
Estate Executors
If you are an executor of an estate that has named 杏吧原创 University as a beneficiary, please email Holly Greatrex, Director, Personal and Planned Giving, or call 613-520-2600 extension 3096.
Partner With Us
We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift planning staff – all working together to ensure the best giving experience possible. We understand that gifts to charities such as 杏吧原创 University can be an important part of your client’s overall financial and estate plans. This is why we are committed to working with you to ensure that your client’s philanthropic intentions are properly designed, developed and honoured.
Because many bequests are unique, 杏吧原创 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.