Carolina First

The Gerrard Legacy Society

The founders of The University of North Carolina at Chapel Hill had a vision. And for over 200 years, planned gifts to the University have helped fulfill that vision and createthe legacy that is Carolina. The tradition began in 1797 when Major Charles Gerrard made a generous bequest. In his will, he left the University a large tract of land, much of which he had received for his Revolutionary War service. When the University sold the land several decades later, the money was used to build Gerrard Hall next to South Building.

This bequest from Charles Gerrard and the planned gifts that others have made to the University have helped to build Carolina and to strengthen its programs of teaching, research and public service. The Gerrard Society was established to ensure that the University appropriately recognizes those alumni and friends who have created their own Carolina legacy through documented planned gifts. Countless scholarships, professorships, research funds and programmatic support have been funded with planned gifts created bythose who came before us.

The Gerrard Legacy Society honors those who make a documented commitment to the future of the University through:

* Bequests
* Retirement plan beneficiary designation(s)
* Charitable Gift Annuity
* Charitable Remainder Trust
* Pooled Income Fund
* Charitable Lead Trust
* Life insurance
* Retained Life Estate

Now, more than ever, Carolina’s future depends on the gifts that alumni and friends make today to benefit the University tomorrow.

For more information on The Gerrard Legacy Society or how you can create your Carolina legacy, please contact the Office of Gift Planning.


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