A Gift by Will to Ravens Football
Your legacy at Carleton University could make a world of difference. When family and friends are cared for, we hope you will remember the Ravens Football in your estate plans. Philanthropy is the foundation of Ravens Football’s success, helping ensure student-athletes succeed both on and off the field.
We are now securing endowed gifts that will make the football program truly sustainable. Carleton’s endowment fund is an actively managed pooled investment fund. The goal of the fund is to provide stable and consistent funding year after year. Endowment funds exist in perpetuity with the life of the university, meaning donors to this fund will help generations of student-athletes.
A gift by will is a deeply personal, forward thinking way to express your personal values. When you want to reduce or even eliminate your final income taxes, a well-planned charitable gift is ideal and you can arrange a gift in your will with no effect on financial security during life.
Arranging a gift in your will:
Whether you are considering a revision of your current will, or you are about to have a will drafted for the first time, arranging a gift in your will is easy to do. Our guide, 'Gifts by Will', contains suggested wording that will assist you in discussions with your lawyer.
The easiest, least expensive way to make a small change in your existing will is to add a codicil, which retains all the provisions, except those modified by this addition. If you have a will and are considering a legacy gift, the addition of a codicil should be discussed with your lawyer.
Supporting the long-term vision of Ravens Football should give you great satisfaction. We welcome the opportunity to work with you and or your advisors to develop a gift plan that will be personally meaningful to you and tax efficient. You can consult directly with us to have a custom clause prepared for you or have your lawyer call us to discuss your plans in confidence.
Holly Greatrex
Director, Personal and Planned Giving holly.greatrex@carleton.ca 613-520-2600 ext. 3096
