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Make a planned gift, including ways that can provide current or future income for you or your heirs

Whether you want to reduce income or estate taxes or benefit from increased income, there is a gift vehicle that will both accomplish your personal and charitable goals.

Gift vehicles involving your estate or beneficiary designations

Bequest

A will or living trust is a statement about what matters most in your life. By establishing a will or living trust, you make your intentions clear, and ensure they will be followed by those administering your estate. When you name the University in your estate plans, we know that you have included Carolina in a special group of family, friends and organizations that you hold most dear. Learn more…

Retirement Plan Beneficiary Designation(s)

Tax-deferred retirement plan assets are great sources of retirement income but are not always a good choice for making gifts to heirs. However, using retirement plan assets to make a significant and meaningful gift to Carolina can be a tax-smart strategy for supporting both Carolina and loved ones. Learn more…

Life Insurance Beneficiary Designation(s)

Life insurance can be a tool with many purposes—it can provide liquidity for paying taxes and other expenses at death, or providing a tax free gift to loved ones. Life insurance is also connected with charitable giving. Learn more…

Gift vehicles providing income to you or your heirs

Charitable Lead Trust

A charitable lead trust is a trust that you establish either during life or at death that pays its income to the University, typically for a stated number of years. After the trust terminates, the assets inside the trust are then distributed—either back to you or to your heirs. Learn more…

Charitable Gift Annuity

A charitable gift annuity is a contract between you and The University of North Carolina at Chapel Hill Foundation, Inc. This contract allows you to make a generous gift to the University, while providing a guaranteed income stream to you, or to you and another person for life. At the death of the final income beneficiary, the residual passes to Carolina to be used for the purpose you designate. Learn more…

Charitable Remainder Trust

A charitable remainder trust is a gift arrangement defined by federal tax law that allows you to provide income to yourself or others for life or a term of years while making a generous gift to The University of North Carolina at Chapel Hill. Learn more…

 
 

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