{"id":629,"date":"2020-03-25T09:31:43","date_gmt":"2020-03-25T13:31:43","guid":{"rendered":"https:\/\/carleton.ca\/planforgood\/?page_id=629"},"modified":"2026-09-02T14:49:43","modified_gmt":"2026-09-02T18:49:43","slug":"professional-advisors","status":"publish","type":"page","link":"https:\/\/carleton.ca\/planforgood\/professional-advisors\/","title":{"rendered":"Professional Advisors"},"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-max  md:space-y-10 cu-prose-first-last\">\n\n        \n                    \n                    \n            \n    <div class=\"cu-wideimage relative flex items-center justify-center mx-auto px-8 overflow-hidden md:px-16 rounded-xl not-prose  my-6 md:my-12 first:mt-0 bg-opacity-50 bg-cover bg-cu-black-50 py-24 md:py-28 lg:py-36 xl:py-48\" style=\"background-image: url(https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/sites\/285\/2026\/03\/Website-Survey-Graphic.jpg); background-position: 52% 7%;\">\n\n                    <div class=\"absolute top-0 w-full h-screen\" style=\"background-color:rgba(0,0,0,0.600);\"><\/div>\n        \n        <div class=\"relative z-[2] max-w-4xl w-full flex flex-col items-center gap-2 cu-wideimage-image cu-zero-first-last\">\n            <header class=\"mx-auto mb-6 text-center text-white cu-pageheader cu-component-updated cu-pageheader--center md:mb-12\">\n\n                                    <h1 class=\"cu-prose-first-last font-semibold mb-2 text-3xl md:text-4xl lg:text-5xl lg:leading-[3.5rem] cu-pageheader--center text-center mx-auto after:left-px\">\n                        Professional Advisors\n                    <\/h1>\n                \n                            <\/header>\n        <\/div>\n\n            <\/div>\n\n    \n\n    <\/div>\n<\/section>\n\n\n\n<p class=\"wp-block-paragraph\">In your work as a professional advisor, you value professionalism, integrity, and honesty &#8211; taking the utmost care when serving your clients.&nbsp; As a charitable organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts.&nbsp; Our gift planners are well-trained and skilled in the application of all vehicles used in strategic philanthropy.&nbsp; You are welcome to call anytime to discuss your client&#8217;s intentions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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 <a href=\"mailto:plannedgiving@carleton.ca\">plannedgiving@carleton.ca<\/a> or at 613-520-3636<\/p>\n\n\n\n\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            <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 59%;\">\n            <header class=\"font-light prose-xl cu-pageheader md:prose-2xl cu-component-updated cu-prose-first-last\">\n                                    <h2 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-2xl md:text-3xl lg:text-4xl lg:leading-[3rem] pb-4 after:w-8 text-cu-black-700 not-prose\">\n                        杏吧原创 University\n                    <\/h2>\n                \n                                \n                            <\/header>\n\n                            \n\n<p class=\"wp-block-paragraph\"><strong>4104 HCI Building (Human-Computer Interaction)<br><\/strong>1125 Colonel By Drive<br>Ottawa ON K1S 5B6<br>Canada<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Phone: 613-520-3636<br>Toll Free: 1-800-461-8972<br>Fax: 613-520-3587<br>Email: <a href=\"mailto:plannedgiving@carleton.ca\">plannedgiving@carleton.ca<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Legal Name:<\/strong> 杏吧原创 University<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Charitable Registration Number:<\/strong> 11883 8937 RR0001<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Incorporated in<\/strong>: Ottawa, Ontario<\/p>\n\n\n                    <\/div>\n\n                    <div class=\"cu-textmedia-bgimg flex-1 rounded-xl bg-no-repeat bg-cover \" style=\"background-image: url(https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/sites\/285\/2026\/03\/HCI-768x576.jpg); background-position: 33% 67%; transform: scale(1);\"><\/div>\n            <\/div>\n\n    <\/div>\n<\/section>\n\n\n\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                \n        <div class=\"cu-column cu-component not-contained mx-auto grid max-w-5xl md:grid-cols-2 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   \">\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                    A Gift by 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                    For sample Will wording, please refer to our A Gift by Wil brochure.\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\/wp-content\/uploads\/sites\/285\/A-Gift-By-Will.pdf\" class=\"cu-button cu-button--red cu-button--small\">\n                    More info\n                <\/a>\n            <\/footer>\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   \">\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                    Professional Advisors One Pager\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                    Please download our Professional Advisors One Pager, and keep it for your records.\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\/wp-content\/uploads\/sites\/285\/2026\/09\/For-Professional-Advisors-One-Pager.pdf\" class=\"cu-button cu-button--red cu-button--small\">\n                    Download\n                <\/a>\n            <\/footer>\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   \">\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                    For more information on ways to give, please visit our complimentary planning resources page. \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            <\/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   \">\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                    Estate Executors\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                    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.\n                <\/p>\n            <\/div>\n        \n                                \n            <footer class=\"px-6 pt-3 mt-auto text-white md:pt-5\">\n                <a  href=\"mailto:holly.greatrex@carleton.ca\" class=\"cu-button cu-button--red cu-button--small\">\n                    Email Holly\n                <\/a>\n            <\/footer>\n            <\/div>\n    \n\n        <\/div>\n\n        \n    <\/div>\n<\/section>\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            <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                                    <h2 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-2xl md:text-3xl lg:text-4xl lg:leading-[3rem] pb-4 after:w-8 text-cu-black-700 not-prose\">\n                        Partner With Us\n                    <\/h2>\n                \n                                \n                            <\/header>\n\n                            \n\n<p class=\"wp-block-paragraph\">We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift planning staff &#8211;&nbsp; all working together to ensure the best giving experience possible.&nbsp; We understand that gifts to charities such as 杏吧原创 University can be an important part of your client&#8217;s overall financial and estate plans.&nbsp; This is why we are committed to working with you to ensure that your client&#8217;s philanthropic intentions are properly designed, developed and honoured.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em><strong>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. <\/strong><\/em><\/p>\n\n\n                    <\/div>\n\n            <\/div>\n\n    <\/div>\n<\/section>\n\n\n","protected":false},"excerpt":{"rendered":"<p>In your work as a professional advisor, you value professionalism, integrity, and honesty &#8211; taking the utmost care when serving your clients.&nbsp; As a charitable organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts.&nbsp; Our gift planners are well-trained and skilled in the application [&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-629","page","type-page","status-publish","hentry"],"acf":{"cu_post_thumbnail":""},"_links":{"self":[{"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/pages\/629","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=629"}],"version-history":[{"count":5,"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/pages\/629\/revisions"}],"predecessor-version":[{"id":2250,"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/pages\/629\/revisions\/2250"}],"wp:attachment":[{"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/media?parent=629"}],"wp:term":[{"taxonomy":"cu_page_type","embeddable":true,"href":"https:\/\/carleton.ca\/planforgood\/wp-json\/wp\/v2\/cu_page_type?post=629"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}