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Gift Planning

The Office of Gift Planning is a team of full service professionals committed to work with Carolina’s alumni, faculty, staff, donors and their professional advisors by providing timely information, design, facilitation and stewardship of charitable gift plans through a confidential, highly individualized, donor centric, consultative, needs-based process.

These services are free to all supporters of UNC-Chapel Hill. With experience in real estate, estate, business succession and wealth planning, the Office of Gift Planning can provide relevant and up-to-date information on effective charitable planning options in order to help individuals and families achieve optimum strategic, tax and financial results.

Gift Planning Services

Dream Building & Legacy Design

Endowment, Building Naming Gifts

Planned Gifts: Major/Current and Deferred gifts

   Objectives

   Assets/interests

  • Publicly traded stocks & mutual funds
  • Real Estate (including partial, undivided interests)
  • Privately held business interests (S & C Corp, LP, LLC, etc.)
  • Cultural property (Art, collections, etc.)
  • Other tangible property (yachts, sailboats)
  • Royalties, copyrights (literary, musical, or artistic), patents

   Gift Vehicles

Gift Annuity & Charitable Trust Services

Gift Processing

  • Oversee custody of gift assets
  • Facilitate sale of assets and value gifts
  • Calculation of charitable deductions
  • Assist with acknowledgment letters

Beneficiary Distributions

  • Calculate and make periodic payments to income beneficiaries by check, direct deposit or ACH
  • Prepare and mail periodic statements to income beneficiaries

Investment Services

  • Establish investment policy
  • Design, implement, document asset allocation strategies
  • Rebalance portfolios as needed to maintain desired asset allocation
  • Report performance

Tax Preparations

  • Prepare & distribute annual tax letters to income beneficiaries (IRS Form K-1)
  • Prepare trust tax returns
  • Calculate state tax withholding, when applicable

Accounting & Recordkeeping

  • Value annuity trusts as required and compute required beneficiary payments
  • Revalue unitrusts as required and compute required beneficiary payments annually
  • Track prior year’s income deficiencies for net income trusts
  • Prepare periodic performance reports and account statements
  • Prepare annual valuations
  • Assist with FASB reporting
  • Periodically re-calculate residuum
  • Oversee gift annuity state filing requirements

Legal Support

  • Review trust documents
  • Provide general information on laws/regulations pertaining to charitable gifts
  • Provide sample documents for donors' advisors

Administrative & Value Added Services

Coordinate receipt of probated estate and other matured deferred gifts

Confirmation of deferred gift arrangements, including consultation on sufficiency for designation

  • Wills, trusts, estates
  • Life insurance, retirement and other beneficiary designations

Interface with donors’ accountants, attorneys, financial planners and other professional advisors

  • Bequest language and designation information
  • Planning strategies (tax, asset, etc.) and savings
  • Philanthropic forensics

Collaboration with UNC legal counsel

Review of Gift agreements

Expertise regarding difficult or unusual funding assets/interests

Gift illustrations (CGAs, CRTs, CLTs, present values of bequest intentions)

Presentations to Boards/volunteers

Interface with alumni and friends

 

Feel free to contact our office to discuss any of our services—look for the Gift Planning listing in the Staff Directory's "Departments/Offices" section.

 

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