Why You Should Consider a Planned Gift
If you could cut your taxes and generate income while making a gift to your alma mater, would you be interested? From bequests to gifts that
provide income, there are many ways to tailor a planned gift to best meet your circumstances.
Life Income Gifts
Revocable Planned Gifts
Charitable Lead Trusts
Life Income Gifts provide you and/or another beneficiary with income for life. After the beneficiary dies,
UNC Kenan-Flagler uses the gift in the manner you designate. The gifts are irrevocable.
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Benefits to You: You receive an income stream for life, an income tax charitable deduction on a portion of the gift amount, and a capital
gain tax savings if you fund your gift with appreciated assets.
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Benefits to UNC Kenan-Flagler: Although UNC Kenan-Flagler will not realize the benefit of your gift until some time in the future, the
gift is guaranteed.
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Gifts with these advantages:
- Charitable Gift Annuity
- Pooled Income Fund
- Charitable Remainder Trust
Revocable Planned Gifts allow you to keep your assets until death. In most cases, these are the simplest to create - through a new
will or a codicil to an existing will or through the beneficiary designation of a life insurance policy or your retirement plan account.
- Benefits to You: You continue to manage and enjoy the benefits from your assets for life.
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Benefits to UNC Kenan-Flagler: Although UNC Kenan-Flagler will not realize the benefit of your gift until some time in the future,
we will be aware of your generosity and can plan for the future.
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Gifts with these advantages:
- Bequest
- Life Insurance
- Retirement Plan Assets
Charitable Lead Trusts can provide UNC Kenan-Flagler with a current stream of income for the number of years you specify.
At the end of that period, the trust assets are transferred to family members you select.
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Benefits to You: You are able to remove assets from your estate and pass them onto heirs in a tax advantaged way. Depending on the
type of lead trust, you may receive an income tax charitable deduction on the amount coming to UNC Kenan-Flagler.
- Benefits to UNC Kenan-Flagler: The School can put your gift to work right away to benefit the area in which you are interested.
To discuss your planned giving options, contact: Brad Shafer, associate dean for advancement, at 919.962.4415 or
UNC Kenan-Flagler forms Carroll Society to honor donors of planned gifts