For more than 200 years, planned gifts to the University have helped create the 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 deferred 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 Legacy Society was established to ensure that the University appropriately recognizes those alumni and friends who have created their own Carolina legacy through deferred gifts. Membership in the Society is accorded to anyone documenting a planned gift to the University through:
- Retirement Plan Beneficiary Designations
- Life Insurance
- Charitable Gift Annuities
- Charitable Remainder Trusts
- Testamentary Trusts
- Charitable Lead Trusts
- Retained Life Estates
Now, more than ever, Carolina’s future depends on the gifts that alumni and friends make today to benefit the University tomorrow.
The Gerrard Legacy Society is administered by the Office of Gift Planning. Contact its staff for more information or to learn how you can create your Carolina legacy.