With gift planning, you can provide long-lasting support for our organization while enjoying financial benefits for yourself. Let us help you tailor your charitable gift to your financial, tax or estate planning objectives.
Gift Planning
The University of North Carolina at Chapel Hill Foundation, Inc. requires a minimum funding level of $20,000 for Charitable Gift Annuities. The Foundation generally follows the annuity rates recommended by the American Council on Gift Annuities (ACGA). The minimum age is 50 years or higher and payout rates are capped at the current ACGA rate for an 80 year old. For any large CGA with respect to which the annual payment to the beneficiary is $30,000 or greater, a risk concentration analysis shall be performed prior to accepting the CGA.