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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

How to Give

Learn about gift options that provide tax and income benefits. Discover the best gift plan to meet your goals.

Gifts made from your estate by will, trust or beneficiary designation

Bequest

You designate Carolina as the beneficiary of a fixed amount, a percentage of your estate, or a specific asset.

Beneficiary Designation Gift

Designate Carolina as a beneficiary of your retirement, investment, bank or other financial account, or life insurance policy.

Gifts that provide you and your loved ones with income and tax benefits

Gift Annuity

You transfer your cash or long-term appreciated stock to The University of North Carolina at Chapel Hill Foundation, Inc. in exchange for fixed income payments (with rates based on your age) for the rest of your life.

Charitable Remainder Unitrust

You make a tax-deductible gift with cash or appreciated assets, and in return the trust provides you and/or a loved one with income for life or a term of years.

Charitable Remainder Annuity Trust

You make a tax-deductible gift with cash or appreciated assets, and in return the trust provides you and/or a loved one with fixed payments for life or a term of years.

Unitrust and Special Needs Trust

You provide for a loved one who has special needs and also make a gift to support programs at Carolina.

QCD-Funded Charitable Gift Annuity

If you are 70½ or older, you can make a one-time gift from your IRA to fund a charitable gift annuity and receive fixed payments for life.

Deferred Gift Annuity

Support Carolina today while creating a future income stream.

Gifts that support Carolina and save you taxes

IRA Qualified Charitable Distribution

An IRA qualified charitable distribution allows individuals aged 70½ or older to reduce their taxable income by making a gift directly from their IRA.

Charitable Lead Trust

You fund a trust that immediately generates income for Carolina for a term of years. When the trust ends, your loved ones receive the trust remainder at substantial tax savings.

Life Estate Reserved

You give your property to The University of North Carolina at Chapel Hill Foundation, Inc., but retain the right to use the property during your lifetime. Carolina receives the property when you pass away.

Blended Gift

By creatively utilizing a variety of assets, there are many lifetime and estate gift options that can allow your giving to go farther than a simple gift of cash or property.

What is Gift Planning?

Gift planning is charitable giving coordinated with your charitable financial, tax and estate goals. Good planning with tax-wise gifting strategies enables you to make significant charitable gifts during life and after you pass away.