Gift Planning
Creating a Carolina Legacy
Most friends and alumni know that The University of North Carolina at Chapel Hill was the first public university in the nation to open its doors. Carolina grew into its current prominence because loyal supporters made gifts at the right time and to something they believed in.
Whether you want to reduce taxes or benefit from increased income, there is a gift plan that can help accomplish your goals. From bequests to life-income gifts, there are many ways to tailor a gift in the best way for your circumstances. Current support is crucial to supporting students, faculty and programs now. Other gifts can provide a benefit to you now and resources to the University at some time in the future. Both outright and deferred gifts receive favorable tax treatment, and all give you the satisfaction of providing for the University's future.
The Office of Gift Planning is available to assist you in creating your Carolina legacy by:
- Providing gift plans that benefit you and your family
- Identifying immediate and deferred tax advantages to you and/or your heirs
- Helping you create a meaningful impact on Carolina and our students and faculty.
A future gift to fund your Carolina Legacy
Gifts you offer through your estate or a beneficiary. These can include:
Bequests - included in your will or living trust
Retirement plan beneficiary designation(s)
Life insurance - naming Carolina as a beneficiary of a life insurance policy
A future gift to fund your Carolina Legacy and provide income to you now
You make a gift to the University and receive income for your life, for the lives of two or more beneficiaries or a term of years.
Charitable Remainder Trust | Charitable Gift Annuity | Pooled Income Fund
A current gift that helps the University now and your family later
The University benefits from the income from a gift you make for a specified period of time, and then the assets are passed back to you or to your heirs.
