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Create a Lasting Legacy
With Your Gift

With gift planning, you can provide long-lasting support for Carolina while enjoying financial benefits for yourself. Meet your personal financial goals while making a difference for the University's future.
Learn About Ways to Give

Bequest

A bequest is a gift you can make to support Carolina's mission in your will or living trust or with a codicil.

A bequest costs you nothing now, and will make a lasting impact on our work in the future.

Benefits of a bequest

  • Receive an estate tax charitable deduction
  • Reduce the burden of taxes on your family
  • Leave a lasting Carolina legacy

Charitable bequest video

How a bequest works

A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or The University of North Carolina at Chapel Hill Foundation, Inc.

Types of Bequests

  • Specific Bequest - A specific bequest involves making a gift of a specific asset or a gift of a specific dollar amount. For example, you may wish to leave a piece of art or $10,000 to The University of North Carolina at Chapel Hill Foundation, Inc.
  • Percentage Bequest - You may also name Carolina as the beneficiary of a specific percentage of your overall estate. For example, you may wish to leave 10% of your estate to The University of North Carolina at Chapel Hill Foundation, Inc.
  • Residual Bequest - A residual bequest is made from the balance of an estate after the will or trust has distributed any specific bequests. A common residual bequest involves leaving a percentage of the residue of the estate to your favorite charitable causes. For example, you may wish to leave 30% of the residue of your estate to The University of North Carolina at Chapel Hill Foundation, Inc.

Review sample bequest language

Contact Us

If you have any questions about leaving a bequest to Carolina, please contact us. We would be happy to assist you. If you have already included Carolina in your estate plans, please let us know. We would like to recognize you and your family for your generosity.