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How to Give

How to Give

There are numerous and creative ways you can support Carolina. Planning gift vehicles offer strategic options to support areas at the University that are important to you while also providing potential tax benefits for you and your loved ones. The Office of Gift Planning would be honored to work with you and your advisors to create a plan that aligns with your personal, financial, and philanthropic goals.

  • Estate Plans

    • Bequest


      You designate The University of North Carolina at Chapel Hill Foundation as the beneficiary of your asset by will, trust or other instrument.
    • Beneficiary Designation Gifts

      Beneficiary Designation Gifts

      You can designate us as a beneficiary of a retirement, investment or bank account, or your life insurance policy.
  • Life Income Plans

    • Charitable Remainder Unitrust

      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.
    • Charitable Gift Annuity

      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.
  • Other Gifts

    • IRA Qualified Charitable Distribution

      IRA Qualified Charitable Distribution

      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 Qualified Charitable Distribution is a way you can help continue our work and benefit this year.
    • Charitable Lead Trust

      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.