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  • Gift Planning MAXIMIZE YOUR PHILANTHROPIC GOALS

    Learn about ways to support UNC Charlotte that work for you and your loved ones.

  • Take Advantage Of Soaring Charitable Gift Annuity Rates

    Charitable Gift Annuity rates have increased for the second time in the last year. Call the Office of Gift Planning or click here to learn more.

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Ways to Give

How to Give

You can give to UNC Charlotte either directly or through a gift that can provide tax benefits and even income. Click on a gift below to learn more.

  • Bequest
    You designate UNC Charlotte as the beneficiary of your asset by will, trust or beneficiary designation form.
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  • IRA Rollover
    Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
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  • Beneficiary Designation Gifts
    You can designate UNC Charlotte as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  • Charitable Gift Annuity
    You can transfer cash or appreciated property to UNC Charlotte in exchange for fixed payments to you or your beneficiaries for life.
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  • Charitable Remainder Unitrust
    You can transfer cash or appreciated property to fund a charitable remainder unitrust. You avoid capital gains tax on the appreciated property and you or your beneficiaries receive income for life.
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  • Charitable Remainder Annuity Trust
    You can transfer cash or appreciated property to fund a charitable remainder annuity trust. You avoid capital gains tax on the appreciated property and you or your beneficiaries receive income for life.
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  • Charitable Lead Trust
    You fund a trust that makes gifts to UNC Charlotte for a number of years. Your family receives the trust remainder at substantial tax savings.
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  • Sale and Unitrust
    You give a portion of your property to UNC Charlotte to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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  • Bargain Sale
    UNC Charlotte purchases your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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  • Give It Twice Trust
    You provide your children with a stream of income while making a gift to UNC Charlotte.
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  • Retained Life Estate
    You give your property to UNC Charlotte but retain the right to use the property during your life.
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