  {"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":"2025-02-27T14:43:24","modified_gmt":"2025-02-27T19:43:24","slug":"professional-advisors","status":"publish","type":"page","link":"https:\/\/carleton.ca\/planforgood\/professional-advisors\/","title":{"rendered":"Professional Advisors"},"content":{"rendered":"<p>In your work as a professional advisor, you value professionalism, integrity, and honesty &#8211; 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&#8217;s intentions.<\/p>\n<p>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=\"&#109;&#x61;&#x69;&#108;&#x74;&#x6f;:&#x70;&#x6c;a&#110;&#x6e;e&#100;&#x67;i&#118;&#x69;n&#103;&#x40;c&#97;&#x72;&#x6c;&#101;&#x74;&#x6f;&#110;&#x2e;&#x63;a\">&#x70;&#x6c;&#97;&#110;ne&#x64;&#x67;&#x69;&#118;in&#x67;&#x40;&#x63;&#97;&#114;l&#x65;&#x74;&#x6f;&#110;&#46;c&#x61;<\/a> or at 613-520-3636<\/p>\n<p><strong>Legal Name:<\/strong> 杏吧原创 University<\/p>\n<p><strong>Charitable Registration Number:<\/strong> 11883 8937 RR0001<\/p>\n<p><strong>Incorporated in<\/strong>: Ottawa, Ontario<\/p>\n<p><strong>Mailing address:<\/strong><\/p>\n<p>4104 HCI Building<br \/>\n1125 Colonel By Drive<br \/>\nOttawa, ON<br \/>\nK1S 5B6<\/p>\n<p>613-520-3636 (main)<br \/>\n613-520-3587 (fax)<\/p>\n<p><\/p>\n<p>For sample Will wording, please refer to our brochure<a href=\"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/A-Gift-By-Will.pdf\"> A\u00a0Gift By Will<strong>.<\/strong><\/a><\/p>\n<p>Please download our <a href=\"https:\/\/carleton.ca\/planforgood\/wp-content\/uploads\/For-Professional-Advisors-One-Pager.pdf\">Professional Advisors One Pager<\/a>, and keep it for your records. For more information on ways to give, please visit our <a href=\"https:\/\/carleton.ca\/planforgood\/complimentary-planning-resources\/\" target=\"_blank\" rel=\"noopener noreferrer\">complimentary planning resources<\/a> page.<\/p>\n<p><strong>Partner with Us<\/strong><\/p>\n<p>We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift planning staff &#8211;\u00a0 all working together to ensure the best giving experience possible.\u00a0 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.\u00a0 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<p><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","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.\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 [&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":"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}]}}