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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

Gifts of Retirement Assets

Gifts from retirement accounts such as IRAs, 401(k)s, 403(b)s or other tax-deferred plans may provide a tax-efficient way to support programs at Carolina that are meaningful to you.

If you are like most people, you probably will not use all of your retirement assets during your lifetime. You can make a gift of your unused retirement assets to help further our mission.

Benefits of gifts of retirement assets

  • Avoid potential estate tax on retirement assets
  • Your heirs would avoid income tax on any retirement assets funded on a pre-tax basis
  • Receive potential estate tax savings from an estate tax deduction

Gifts of retirement assets video

How to make a gift of retirement assets

To leave your retirement assets to Carolina, you will need to complete a beneficiary designation form provided by your retirement plan custodian. By naming The University of North Carolina at Chapel Hill Foundation, Inc. as beneficiary, the full value of your gift will make an impact because your IRA assets will not be taxed at your death. Your estate may also benefit from an estate tax charitable deduction.

Contact us

If you have any questions about gifts of retirement assets, please contact us. We would be happy to assist you and answer any questions that you have.

Please let us know if you have already included Carolina as a beneficiary of your retirement assets. We would like to thank you and recognize you for your gift.