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How To Give

How To Give

Giving to Carolina can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more. For any additional gift vehicles or assets not referenced, please contact the Office of Gift Planning.

  • Bequest
    You designate The University of North Carolina at Chapel Hill Foundation as the beneficiary of your asset by will, trust or other instrument.
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  • IRA Charitable Rollover
    If you are 70½ or older you may also be interested in a way to lower the income and taxes from your IRA withdrawals. An IRA charitable rollover is a way you can help continue our work and benefit this year.
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  • Charitable Gift Annuity
    You transfer your cash or appreciated property to The University of North Carolina at Chapel Hill Foundation in exchange for our promise to pay you fixed income (with rates based on your age) for the rest of your life.
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  • Charitable Remainder Unitrust
    You transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with income for life or a term of years.
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  • Charitable Lead Trust
    The charitable lead trust is a mirror image of the charitable remainder trust where the charitable and non-charitable beneficiaries change places - income is immediately generated for Carolina for a term of years with the remainder either returning to you(s) or gifted to your heirs or others that you designate.
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